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Beacon Investment Advisory Services’s PIMCO Dynamic Income Fund PDI Stock Holding History

Beacon Investment Advisory Services’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 		$4.23K Buy
+253
New +$4.3K ﹤0.01% 696

Other funds holding PDI

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NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Beacon Investment Advisory Services's PDI Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 253 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings.

63 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Beacon Investment Advisory Services held 253 shares of PIMCO Dynamic Income Fund worth $4.23K as of Q2 2026.
  • PIMCO Dynamic Income Fund was a new Beacon Investment Advisory Services position in Q2 2026.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #696 holding.
  • 63 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.