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Atria Wealth Solutions’s PIMCO Dynamic Income Fund PDI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.5M Sell
78,400
-1,438,804
-95% -$26.8M 0.03% 501
2025
Q1 		$30.1M Sell
1,517,204
-279,625
-16% -$5.45M 0.36% 50
2024
Q4 		$33M Buy
1,796,829
+338,089
+23% +$6.57M 0.36% 51
2024
Q3 		$29.6M Sell
1,458,740
-4,118
-0.3% -$78.9K 0.32% 55
2024
Q2 		$27.6M Buy
1,462,858
+104,093
+8% +$1.99M 0.3% 57
2024
Q1 		$26.2M Buy
1,358,765
+256,399
+23% +$4.87M 0.3% 65
2023
Q4 		$19.8M Buy
1,102,366
+119,953
+12% +$2.06M 0.25% 85
2023
Q3 		$17M Buy
982,413
+50,819
+5% +$936K 0.24% 95
2023
Q2 		$17.5M Buy
931,594
+562,343
+152% +$10.2M 0.24% 91
2023
Q1 		$6.72M Sell
369,251
-657,664
-64% -$12.9M 0.1% 201
2022
Q4 		$19M Buy
1,026,915
+46,082
+5% +$904K 0.31% 77
2022
Q3 		$19.1M Buy
980,833
+188,800
+24% +$3.97M 0.33% 68
2022
Q2 		$16.5M Buy
792,033
+584,416
+281% +$13M 0.31% 72
2022
Q1 		$5.08M Buy
+207,617
New +$5.11M 0.08% 250

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's PDI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PIMCO Dynamic Income Fund (PDI) stake by 95% in Q2 2025, selling an estimated $26.8M and leaving 78,400 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #501.

Atria Wealth Solutions first reported a position in PDI in Q1 2022 and has held it in 14 quarters since. The position peaked at $33M in Q4 2024. 329 funds tracked by Wall St. Rank hold PDI as of Q2 2025.

  • Atria Wealth Solutions held 78,400 shares of PIMCO Dynamic Income Fund worth $1.5M as of Q2 2025.
  • Atria Wealth Solutions sold 1,438,804 PIMCO Dynamic Income Fund shares in Q2 2025, an estimated $26.8M.
  • PIMCO Dynamic Income Fund made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #501 holding.
  • Atria Wealth Solutions first reported a position in PIMCO Dynamic Income Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's PIMCO Dynamic Income Fund position peaked at $33M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.