B. Riley Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-16,187
| Closed | -$321K | – | 1132 |
|
|
2025
Q3 | $321K | Sell |
16,187
-150,008
| -90% | -$2.91M | 0.01% | 701 |
|
|
2025
Q2 | $3.15M | Buy |
+166,195
| New | +$3.09M | 0.15% | 147 |
|
|
2024
Q4 | $2.26M | Sell |
122,059
-16,064
| -12% | -$312K | 0.07% | 256 |
|
|
2024
Q3 | $2.83M | Sell |
138,123
-19,277
| -12% | -$369K | 0.08% | 244 |
|
|
2024
Q2 | $3M | Buy |
157,400
+24,917
| +19% | +$477K | 0.08% | 245 |
|
|
2024
Q1 | $2.32M | Buy |
132,483
+4,649
| +4% | +$88.3K | 0.06% | 305 |
|
|
2023
Q4 | $2.32M | Sell |
127,834
-4,649
| -4% | -$80K | 0.06% | 325 |
|
|
2023
Q3 | $2.32M | Buy |
132,483
+1,449
| +1% | +$26.7K | 0.06% | 305 |
|
|
2023
Q2 | $2.48M | Sell |
131,034
-17,247
| -12% | -$314K | 0.06% | 311 |
|
|
2023
Q1 | $2.7M | Buy |
148,281
+5,016
| +4% | +$98.2K | 0.07% | 272 |
|
|
2022
Q4 | $2.68M | Sell |
143,265
-7,155
| -5% | -$140K | 0.08% | 270 |
|
|
2022
Q3 | $2.92M | Buy |
150,420
+107,677
| +252% | +$2.27M | 0.09% | 229 |
|
|
2022
Q2 | $892K | Buy |
42,743
+1,901
| +5% | +$42.2K | 0.04% | 455 |
|
|
2022
Q1 | $996K | Sell |
40,842
-63,854
| -61% | -$1.57M | 0.03% | 488 |
|
|
2021
Q4 | $2.71M | Buy |
104,696
+85,778
| +453% | +$2.24M | 0.08% | 276 |
|
|
2021
Q3 | $503K | Buy |
18,918
+177
| +0.9% | +$4.97K | 0.02% | 777 |
|
|
2021
Q2 | $540K | Buy |
18,741
+2,904
| +18% | +$83.9K | 0.02% | 731 |
|
|
2021
Q1 | $446K | Buy |
15,837
+1,333
| +9% | +$36.3K | 0.02% | 789 |
|
|
2020
Q4 | $384K | Sell |
14,504
-139
| -0.9% | -$3.56K | 0.02% | 626 |
|
|
2020
Q3 | $370K | Buy |
14,643
+188
| +1% | +$4.65K | 0.02% | 645 |
|
|
2020
Q2 | $358K | Buy |
14,455
+3,794
| +36% | +$90.5K | 0.02% | 570 |
|
|
2020
Q1 | $236K | Sell |
10,661
-3,857
| -27% | -$116K | 0.02% | 610 |
|
|
2019
Q4 | $471K | Sell |
14,518
-2,358
| -14% | -$77.8K | 0.04% | 453 |
|
|
2019
Q3 | $550K | Buy |
16,876
+7,017
| +71% | +$223K | 0.05% | 382 |
|
|
2019
Q2 | $317K | Buy |
+9,859
| New | +$316K | 0.03% | 542 |
|
|
2019
Q1 | – | Sell |
-7,488
| Closed | -$219K | – | 767 |
|
|
2018
Q4 | $219K | Buy |
7,488
+343
| +5% | +$10.6K | 0.03% | 557 |
|
|
2018
Q3 | $240K | Buy |
+7,145
| New | +$234K | 0.03% | 578 |
|
|
2018
Q2 | – | Sell |
-6,929
| Closed | -$214K | – | 713 |
|
|
2018
Q1 | $214K | Sell |
6,929
-409
| -6% | -$12.4K | 0.03% | 562 |
|
|
2017
Q4 | $221K | Buy |
7,338
+420
| +6% | +$12.7K | 0.03% | 550 |
|
|
2017
Q3 | $214K | Buy |
+6,918
| New | +$209K | 0.04% | 476 |
|
|
2017
Q1 | – | Sell |
-7,397
| Closed | -$205K | – | 556 |
|
|
2016
Q4 | $205K | Buy |
7,397
+78
| +1% | +$2.21K | 0.04% | 456 |
|
|
2016
Q3 | $209K | Buy |
+7,319
| New | +$208K | 0.04% | 522 |
|
|
2014
Q3 | – | Sell |
-1,096
| Closed | -$37.4K | – | 1524 |
|
|
2014
Q2 | $37.4K | Buy |
+1,096
| New | +$35.7K | 0.01% | 1157 |
|
Other funds holding PDI
RCM
JWCA
PI
B. Riley Wealth Advisors's PDI Position: Q4 2025 in Review
B. Riley Wealth Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2025, closing a stake of 16,187 shares — an estimated $321K sold.
B. Riley Wealth Advisors first reported a position in PDI in Q2 2014 and held it in 33 quarters. The position peaked at $3.15M in Q2 2025. 353 funds tracked by Wall St. Rank hold PDI as of Q4 2025.
- B. Riley Wealth Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 16,187 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $321K.
- B. Riley Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q2 2014 and held it in 33 quarters.
- B. Riley Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $3.15M in Q2 2025.
- 353 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.