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

Anfield Capital Management’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 Q1	$199K	Buy	11,611 +8,577	+283%	+$154K	0.05%	117
2025 Q4	$53.7K	Hold	3,034	–	–	0.02%	175
2025 Q3	$60.1K	Hold	3,034	–	–	0.02%	162
2025 Q2	$57.6K	Hold	3,034	–	–	0.02%	151
2025 Q1	$60.1K	Hold	3,034	–	–	0.02%	131
2024 Q4	$55.6K	Buy	+3,034	New	+$58.9K	0.02%	137
2024 Q2	–	Sell	-73,961	Closed	-$1.43M	–	498
2024 Q1	$1.43M	Buy	73,961 +5,076	+7%	+$96.4K	0.69%	30
2023 Q4	$1.24M	Sell	68,885 -53,721	-44%	-$924K	0.67%	36
2023 Q3	$2.12M	Sell	122,606 -1,269	-1%	-$23.4K	1.01%	28
2023 Q2	$2.32M	Buy	123,875 +11,844	+11%	+$215K	1.01%	27
2023 Q1	$2.02M	Buy	112,031 +7,191	+7%	+$141K	0.93%	33
2022 Q4	$1.94M	Sell	104,840 -11,844	-10%	-$232K	0.95%	30
2022 Q3	$2.26M	Sell	116,684 -423	-0.4%	-$8.9K	1.08%	23
2022 Q2	$2.44M	Buy	117,107 +7,667	+7%	+$170K	1.11%	22
2022 Q1	$2.67M	Buy	109,440 +62,714	+134%	+$1.54M	0.98%	25
2021 Q4	$1.21M	Buy	+46,726	New	+$1.22M	0.42%	43

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Anfield Capital Management's PDI Position: Q1 2026 in Review

Anfield Capital Management increased its PIMCO Dynamic Income Fund (PDI) stake by 283% in Q1 2026, buying an estimated $154K and bringing the position to 11,611 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #117.

Anfield Capital Management first reported a position in PDI in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.67M in Q1 2022. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Anfield Capital Management held 11,611 shares of PIMCO Dynamic Income Fund worth $199K as of Q1 2026.
Anfield Capital Management bought 8,577 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $154K.
PIMCO Dynamic Income Fund made up 0.05% of Anfield Capital Management's portfolio in Q1 2026, its #117 holding.
Anfield Capital Management first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 16 quarters since.
Anfield Capital Management's PIMCO Dynamic Income Fund position peaked at $2.67M in Q1 2022.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.