Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Cambridge Investment Research Advisors’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 		$20.2M Buy
1,179,092
+78,363
+7% +$1.41M 0.05% 375
2025
Q4 		$19.5M Buy
1,100,729
+8,964
+0.8% +$164K 0.05% 373
2025
Q3 		$21.6M Buy
1,091,765
+109,674
+11% +$2.13M 0.06% 320
2025
Q2 		$18.6M Buy
982,091
+136,625
+16% +$2.54M 0.06% 337
2025
Q1 		$16.7M Sell
845,466
-19,911
-2% -$388K 0.06% 338
2024
Q4 		$15.9M Buy
865,377
+46,190
+6% +$897K 0.05% 343
2024
Q3 		$16.6M Buy
819,187
+133,784
+20% +$2.56M 0.06% 334
2024
Q2 		$12.9M Buy
685,403
+172,307
+34% +$3.3M 0.05% 387
2024
Q1 		$9.9M Buy
513,096
+4,686
+0.9% +$89K 0.04% 463
2023
Q4 		$9.13M Sell
508,410
-30,240
-6% -$520K 0.04% 445
2023
Q3 		$9.31M Buy
538,650
+7,505
+1% +$138K 0.04% 403
2023
Q2 		$9.96M Buy
531,145
+3,373
+0.6% +$61.4K 0.05% 387
2023
Q1 		$9.51M Buy
527,772
+63,157
+14% +$1.24M 0.05% 387
2022
Q4 		$8.59M Buy
464,615
+102,626
+28% +$2.01M 0.04% 413
2022
Q3 		$7.01M Sell
361,989
-46,275
-11% -$974K 0.04% 428
2022
Q2 		$8.52M Sell
408,264
-19,428
-5% -$431K 0.05% 379
2022
Q1 		$10.4M Sell
427,692
-119,177
-22% -$2.93M 0.05% 362
2021
Q4 		$14.2M Buy
546,869
+139,177
+34% +$3.64M 0.06% 287
2021
Q3 		$10.8M Buy
407,692
+33,720
+9% +$946K 0.05% 335
2021
Q2 		$10.8M Sell
373,972
-380
-0.1% -$11K 0.05% 345
2021
Q1 		$10.5M Buy
374,352
+12,446
+3% +$339K 0.06% 321
2020
Q4 		$9.56M Buy
361,906
+26,644
+8% +$683K 0.06% 319
2020
Q3 		$8.5M Buy
335,262
+24,853
+8% +$614K 0.06% 312
2020
Q2 		$7.67M Buy
310,409
+77,281
+33% +$1.84M 0.06% 311
2020
Q1 		$5.15M Buy
233,128
+7,113
+3% +$213K 0.05% 355
2019
Q4 		$7.33M Buy
226,015
+45,777
+25% +$1.51M 0.06% 337
2019
Q3 		$5.87M Buy
180,238
+36,247
+25% +$1.15M 0.05% 353
2019
Q2 		$4.63M Buy
143,991
+14,182
+11% +$455K 0.04% 417
2019
Q1 		$4.16M Buy
129,809
+5,649
+5% +$178K 0.04% 430
2018
Q4 		$3.62M Buy
124,160
+9,175
+8% +$285K 0.04% 429
2018
Q3 		$3.85M Buy
114,985
+22,328
+24% +$732K 0.04% 450
2018
Q2 		$2.95M Buy
92,657
+15,664
+20% +$490K 0.03% 504
2018
Q1 		$2.37M Buy
76,993
+19,806
+35% +$599K 0.03% 572
2017
Q4 		$1.72M Buy
57,187
+15,123
+36% +$458K 0.02% 643
2017
Q3 		$1.3M Buy
42,064
+10,932
+35% +$331K 0.02% 716
2017
Q2 		$940K Buy
31,132
+4,871
+19% +$143K 0.01% 831
2017
Q1 		$758K Sell
26,261
-9,160
-26% -$260K 0.01% 862
2016
Q4 		$981K Sell
35,421
-1,454
-4% -$41.2K 0.02% 686
2016
Q3 		$1.05M Sell
36,875
-6,996
-16% -$199K 0.02% 661
2016
Q2 		$1.21M Sell
43,871
-6,295
-13% -$170K 0.03% 529
2016
Q1 		$1.31M Sell
50,166
-932
-2% -$24.3K 0.03% 472
2015
Q4 		$1.4M Buy
51,098
+24,123
+89% +$700K 0.03% 448
2015
Q3 		$777K Buy
26,975
+2,018
+8% +$57.9K 0.02% 568
2015
Q2 		$729K Sell
24,957
-19,623
-44% -$580K 0.02% 640
2015
Q1 		$1.29M Buy
44,580
+309
+0.7% +$9.2K 0.04% 423
2014
Q4 		$1.36M Sell
44,271
-4,465
-9% -$143K 0.04% 396
2014
Q3 		$1.54M Buy
48,736
+4,593
+10% +$149K 0.05% 381
2014
Q2 		$1.5M Buy
44,143
+10,471
+31% +$341K 0.05% 341
2014
Q1 		$1.02M Sell
33,672
-23,738
-41% -$720K 0.04% 415
2013
Q4 		$1.67M Buy
57,410
+8,372
+17% +$245K 0.07% 278
2013
Q3 		$1.41M Buy
49,038
+661
+1% +$18.5K 0.06% 282
2013
Q2 		$1.42M Buy
+48,377
New +$1.48M 0.07% 250

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 $377B 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B 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

Cambridge Investment Research Advisors's PDI Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 7.1% in Q1 2026, buying an estimated $1.41M and bringing the position to 1,179,092 shares worth $20.2M. The position accounts for 0.05% of the portfolio, ranked #375.

Cambridge Investment Research Advisors first reported a position in PDI in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.6M in Q3 2025. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • Cambridge Investment Research Advisors held 1,179,092 shares of PIMCO Dynamic Income Fund worth $20.2M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 78,363 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $1.41M.
  • PIMCO Dynamic Income Fund made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #375 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Dynamic Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's PIMCO Dynamic Income Fund position peaked at $21.6M in Q3 2025.
  • 370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.