AtlasMark Financial
PDI icon

AtlasMark Financial’s PIMCO Dynamic Income Fund PDI Stock Holding History

AtlasMark Financial’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
Q3 		$1.26M Buy
89,787
+17,648
+24% +$274K 0.62% 24
2026
Q2 		$1.2M Buy
72,139
+56,253
+354% +$956K 0.59% 24
2026
Q1 		$281K Hold
15,886
– – 0.18% 36
2025
Q4 		$281K Buy
+15,886
New +$292K 0.18% 36

Other funds holding PDI

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

AtlasMark Financial's PDI Position: Q3 2026 in Review

AtlasMark Financial increased its PIMCO Dynamic Income Fund (PDI) stake by 24% in Q3 2026, buying an estimated $274K and bringing the position to 89,787 shares worth $1.26M. The position accounts for 0.62% of the portfolio, ranked #24.

AtlasMark Financial first reported a position in PDI in Q4 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • AtlasMark Financial held 89,787 shares of PIMCO Dynamic Income Fund worth $1.26M as of Q3 2026.
  • AtlasMark Financial bought 17,648 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $274K.
  • PIMCO Dynamic Income Fund made up 0.62% of AtlasMark Financial's portfolio in Q3 2026, its #24 holding.
  • AtlasMark Financial first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.