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Beverly Hills Private Wealth’s PIMCO Dynamic Income Fund PDI Stock Holding History

Beverly Hills Private Wealth’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
Q1 		$275K Sell
16,049
-600
-4% -$10.8K 0.05% 282
2025
Q4 		$295K Sell
16,649
-1,450
-8% -$26.6K 0.05% 260
2025
Q3 		$358K Hold
18,099
– – 0.06% 233
2025
Q2 		$343K Hold
18,099
– – 0.06% 236
2025
Q1 		$358K Buy
18,099
+109
+0.6% +$2.12K 0.07% 225
2024
Q4 		$330K Buy
17,990
+70
+0.4% +$1.36K 0.07% 238
2024
Q3 		$363K Buy
17,920
+102
+0.6% +$1.96K 0.07% 236
2024
Q2 		$335K Buy
17,818
+99
+0.6% +$1.9K 0.07% 254
2024
Q1 		$342K Buy
+17,719
New +$337K 0.08% 256
2023
Q4 		– Sell
-18,904
Closed -$327K – 352
2023
Q3 		$327K Sell
18,904
-2,191
-10% -$40.4K 0.1% 220
2023
Q2 		$409K Buy
21,095
+260
+1% +$4.73K 0.07% 258
2023
Q1 		$375K Buy
20,835
+255
+1% +$4.99K 0.12% 192
2022
Q4 		$380K Buy
+20,580
New +$404K 0.17% 135

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return