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Atomi Financial Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Atomi Financial 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 		$551K Buy
33,010
+103
+0.3% +$1.75K 0.01% 724
2026
Q1 		$563K Buy
32,907
+1,204
+4% +$21.7K 0.02% 668
2025
Q4 		$561K Buy
31,703
+4,318
+16% +$79.2K 0.02% 637
2025
Q3 		$542K Sell
27,385
-294
-1% -$5.7K 0.02% 624
2025
Q2 		$525K Sell
27,679
-258
-0.9% -$4.8K 0.02% 569
2025
Q1 		$553K Buy
27,937
+107
+0.4% +$2.08K 0.03% 493
2024
Q4 		$510K Sell
27,830
-447
-2% -$8.68K 0.03% 470
2024
Q3 		$573K Buy
28,277
+1,411
+5% +$27K 0.04% 402
2024
Q2 		$505K Buy
26,866
+2,102
+8% +$40.2K 0.04% 392
2024
Q1 		$478K Sell
24,764
-716
-3% -$13.6K 0.04% 360
2023
Q4 		$457K Sell
25,480
-746
-3% -$12.8K 0.06% 297
2023
Q3 		$453K Buy
26,226
+3,356
+15% +$61.8K 0.15% 170
2023
Q2 		$429K Buy
22,870
+320
+1% +$5.82K 0.2% 142
2023
Q1 		$406K Buy
+22,550
New +$442K 0.23% 115

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Atomi Financial Group's PDI Position: Q2 2026 in Review

Atomi Financial Group increased its PIMCO Dynamic Income Fund (PDI) stake by 0.31% in Q2 2026, buying an estimated $1.75K and bringing the position to 33,010 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #724.

Atomi Financial Group first reported a position in PDI in Q1 2023 and has held it in 14 quarters since. The position peaked at $573K in Q3 2024. 376 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Atomi Financial Group held 33,010 shares of PIMCO Dynamic Income Fund worth $551K as of Q2 2026.
  • Atomi Financial Group bought 103 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $1.75K.
  • PIMCO Dynamic Income Fund made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #724 holding.
  • Atomi Financial Group first reported a position in PIMCO Dynamic Income Fund in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's PIMCO Dynamic Income Fund position peaked at $573K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.