Bennett Selby Investments’s PIMCO Dynamic Income Fund PDI Stock Holding History

Bennett Selby Investments’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	–	Sell	-20,250	Closed	-$346K	–	89
2026 Q1	$346K	Sell	20,250 -9,055	-31%	-$163K	0.12%	69
2025 Q4	$519K	Sell	29,305 -61,354	-68%	-$1.13M	0.17%	61
2025 Q3	$1.8M	Buy	+90,659	New	+$1.76M	0.59%	28

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Bennett Selby Investments's PDI Position: Q2 2026 in Review

Bennett Selby Investments sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2026, closing a stake of 20,250 shares — an estimated $346K sold.

Bennett Selby Investments first reported a position in PDI in Q3 2025 and held it in 3 quarters. The position peaked at $1.8M in Q3 2025. 376 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Bennett Selby Investments reported no remaining PIMCO Dynamic Income Fund position as of Q2 2026 after selling out during the quarter.
Bennett Selby Investments sold 20,250 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $346K.
Bennett Selby Investments first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and held it in 3 quarters.
Bennett Selby Investments's PIMCO Dynamic Income Fund position peaked at $1.8M in Q3 2025.
376 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.