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Benchmark Financial’s PIMCO Dynamic Income Fund PDI Stock Holding History

Benchmark Financial’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 		$994K Hold
59,542
– – 0.81% 24
2026
Q1 		$1.02M Hold
59,542
– – 0.91% 23
2025
Q4 		$1.05M Buy
+59,542
New +$1.09M 1.05% 23

Other funds holding PDI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Benchmark Financial's PDI Position: Q2 2026 in Review

Benchmark Financial held its PIMCO Dynamic Income Fund (PDI) position steady in Q2 2026 at 59,542 shares worth $994K. The position accounts for 0.81% of the portfolio, ranked #24.

Benchmark Financial first reported a position in PDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 231 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Benchmark Financial held 59,542 shares of PIMCO Dynamic Income Fund worth $994K as of Q2 2026.
  • Benchmark Financial left its PIMCO Dynamic Income Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Fund made up 0.81% of Benchmark Financial's portfolio in Q2 2026, its #24 holding.
  • Benchmark Financial first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Benchmark Financial's PIMCO Dynamic Income Fund position peaked at $1.05M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.