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Bedel Financial Consulting’s PIMCO Dynamic Income Fund PDI Stock Holding History

Bedel Financial Consulting’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
2025
Q1 		– Sell
-10,812
Closed -$211K – 269
2024
Q4 		$211K Buy
+10,812
New +$210K 0.03% 253

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Bank of America
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bedel Financial Consulting's PDI Position: Q1 2025 in Review

Bedel Financial Consulting sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2025, closing a stake of 10,812 shares — an estimated $211K sold.

Bedel Financial Consulting first reported a position in PDI in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 320 funds tracked by Wall St. Rank hold PDI as of Q1 2025.

  • Bedel Financial Consulting reported no remaining PIMCO Dynamic Income Fund position as of Q1 2025 after selling out during the quarter.
  • Bedel Financial Consulting sold 10,812 PIMCO Dynamic Income Fund shares in Q1 2025, an estimated $211K.
  • Bedel Financial Consulting first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and held it in 1 quarter.
  • Bedel Financial Consulting's PIMCO Dynamic Income Fund position peaked at $211K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2025.

Based on Bedel Financial Consulting's 13F filing for Q1 2025, filed 7 May 2025.