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Attessa Capital’s PIMCO Dynamic Income Fund PDI Stock Holding History

Attessa Capital’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 		$381K Buy
22,787
+12,005
+111% +$204K 0.17% 32
2026
Q1 		$184K Buy
+10,782
New +$194K 0.1% 35

Other funds holding PDI

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Attessa Capital's PDI Position: Q2 2026 in Review

Attessa Capital increased its PIMCO Dynamic Income Fund (PDI) stake by 111% in Q2 2026, buying an estimated $204K and bringing the position to 22,787 shares worth $381K. The position accounts for 0.17% of the portfolio, ranked #32.

Attessa Capital first reported a position in PDI in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Attessa Capital held 22,787 shares of PIMCO Dynamic Income Fund worth $381K as of Q2 2026.
  • Attessa Capital bought 12,005 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $204K.
  • PIMCO Dynamic Income Fund made up 0.17% of Attessa Capital's portfolio in Q2 2026, its #32 holding.
  • Attessa Capital first reported a position in PIMCO Dynamic Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.