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Avior Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Avior Wealth Management’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 		$7.72M Buy
462,193
+11,509
+3% +$196K 0.2% 101
2026
Q1 		$7.71M Buy
+450,684
New +$8.11M 0.22% 95
2023
Q2 		– Sell
-510
Closed -$9.19K – 1647
2023
Q1 		$9.19K Buy
+510
New +$9.99K ﹤0.01% 1067

Other funds holding PDI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Avior Wealth Management's PDI Position: Q2 2026 in Review

Avior Wealth Management increased its PIMCO Dynamic Income Fund (PDI) stake by 2.6% in Q2 2026, buying an estimated $196K and bringing the position to 462,193 shares worth $7.72M. The position accounts for 0.2% of the portfolio, ranked #101.

Avior Wealth Management first reported a position in PDI in Q1 2023 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Avior Wealth Management held 462,193 shares of PIMCO Dynamic Income Fund worth $7.72M as of Q2 2026.
  • Avior Wealth Management bought 11,509 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $196K.
  • PIMCO Dynamic Income Fund made up 0.2% of Avior Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Avior Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q1 2023 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.