Buska Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Buska Wealth Management’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	-35,447	Closed	-$606K	–	84
2026 Q1	$606K	Sell	35,447 -3,611	-9%	-$65K	0.24%	37
2025 Q4	$692K	Sell	39,058 -5,600	-13%	-$103K	0.26%	34
2025 Q3	$884K	Buy	44,658 +19,863	+80%	+$385K	0.27%	30
2025 Q2	$470K	Buy	24,795 +1,490	+6%	+$27.7K	0.13%	40
2025 Q1	$461K	Buy	23,305 +6,501	+39%	+$127K	0.14%	40
2024 Q4	$308K	Buy	16,804 +6,290	+60%	+$122K	0.1%	47
2024 Q3	$213K	Buy	+10,514	New	+$201K	0.07%	56

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

Buska Wealth Management's PDI Position: Q2 2026 in Review

Buska Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2026, closing a stake of 35,447 shares — an estimated $606K sold.

Buska Wealth Management first reported a position in PDI in Q3 2024 and held it in 7 quarters. The position peaked at $884K in Q3 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Buska Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q2 2026 after selling out during the quarter.
Buska Wealth Management sold 35,447 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $606K.
Buska Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q3 2024 and held it in 7 quarters.
Buska Wealth Management's PIMCO Dynamic Income Fund position peaked at $884K in Q3 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.