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 Q2	$231K	Sell	13,824 -2,225	-14%	-$37.8K	0.04%	227
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 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

Beverly Hills Private Wealth's PDI Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its PIMCO Dynamic Income Fund (PDI) stake by 14% in Q2 2026, selling an estimated $37.8K and leaving 13,824 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #227.

Beverly Hills Private Wealth first reported a position in PDI in Q4 2022 and has held it in 14 quarters since. The position peaked at $409K in Q2 2023. 376 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Beverly Hills Private Wealth held 13,824 shares of PIMCO Dynamic Income Fund worth $231K as of Q2 2026.
Beverly Hills Private Wealth sold 2,225 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $37.8K.
PIMCO Dynamic Income Fund made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #227 holding.
Beverly Hills Private Wealth first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and has held it in 14 quarters since.
Beverly Hills Private Wealth's PIMCO Dynamic Income Fund position peaked at $409K in Q2 2023.
376 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.