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 Q3	$864K	Buy	61,600 +2,058	+3%	+$31.9K	0.66%	31
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Benchmark Financial's PDI Position: Q3 2026 in Review

Benchmark Financial increased its PIMCO Dynamic Income Fund (PDI) stake by 3.5% in Q3 2026, buying an estimated $31.9K and bringing the position to 61,600 shares worth $864K. The position accounts for 0.66% of the portfolio, ranked #31.

Benchmark Financial first reported a position in PDI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q4 2025. 202 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Benchmark Financial held 61,600 shares of PIMCO Dynamic Income Fund worth $864K as of Q3 2026.
Benchmark Financial bought 2,058 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $31.9K.
PIMCO Dynamic Income Fund made up 0.66% of Benchmark Financial's portfolio in Q3 2026, its #31 holding.
Benchmark Financial first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 4 quarters since.
Benchmark Financial's PIMCO Dynamic Income Fund position peaked at $1.05M in Q4 2025.
202 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.