Anchor Capital Management Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Anchor Capital Management Group’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Sell	84,300 -40,000	-32%	-$680K	0.97%	8
2026 Q1	$2.13M	Hold	124,300	–	–	1.48%	6
2025 Q4	$2.46M	Hold	124,300	–	–	1.25%	5
2025 Q3	$2.46M	Hold	124,300	–	–	1.25%	5
2025 Q2	$2.36M	Hold	124,300	–	–	1.1%	6
2025 Q1	$2.46M	Hold	124,300	–	–	1.13%	6
2024 Q4	$2.28M	Buy	+124,300	New	+$2.41M	0.83%	7

Other funds holding PDI

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Anchor Capital Management Group's PDI Position: Q2 2026 in Review

Anchor Capital Management Group reduced its PIMCO Dynamic Income Fund (PDI) stake by 32% in Q2 2026, selling an estimated $680K and leaving 84,300 shares worth $1.41M. The position accounts for 0.97% of the portfolio, ranked #8.

Anchor Capital Management Group first reported a position in PDI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q4 2025. 204 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Anchor Capital Management Group held 84,300 shares of PIMCO Dynamic Income Fund worth $1.41M as of Q2 2026.
Anchor Capital Management Group sold 40,000 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $680K.
PIMCO Dynamic Income Fund made up 0.97% of Anchor Capital Management Group's portfolio in Q2 2026, its #8 holding.
Anchor Capital Management Group first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
Anchor Capital Management Group's PIMCO Dynamic Income Fund position peaked at $2.46M in Q4 2025.
204 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Anchor Capital Management Group's 13F filing for Q2 2026, filed 28 Jul 2026.