Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s PIMCO Dynamic Income Fund PDI Stock Holding History

Avidian Wealth Enterprises’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 		$269K Hold
19,194
– – 0.01% 637
2026
Q2 		$321K Sell
19,194
-347
-2% -$5.9K 0.01% 578
2026
Q1 		$334K Buy
19,541
+294
+2% +$5.29K 0.01% 526
2025
Q4 		$341K Buy
+19,247
New +$353K 0.01% 451

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Avidian Wealth Enterprises's PDI Position: Q3 2026 in Review

Avidian Wealth Enterprises held its PIMCO Dynamic Income Fund (PDI) position steady in Q3 2026 at 19,194 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #637.

Avidian Wealth Enterprises first reported a position in PDI in Q4 2025 and has held it in 4 quarters since. The position peaked at $341K in Q4 2025. 99 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • Avidian Wealth Enterprises held 19,194 shares of PIMCO Dynamic Income Fund worth $269K as of Q3 2026.
  • Avidian Wealth Enterprises left its PIMCO Dynamic Income Fund share count unchanged in Q3 2026.
  • PIMCO Dynamic Income Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #637 holding.
  • Avidian Wealth Enterprises first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's PIMCO Dynamic Income Fund position peaked at $341K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.