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Certior Financial Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Certior Financial Group’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 		$263K Sell
15,757
-1,440
-8% -$24.5K 0.14% 118
2026
Q1 		$294K Sell
17,197
-276
-2% -$4.97K 0.19% 102
2025
Q4 		$309K Buy
17,473
+3,000
+21% +$55K 0.21% 105
2025
Q3 		$287K Buy
+14,473
New +$281K 0.19% 109

Other funds holding PDI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Certior Financial Group's PDI Position: Q2 2026 in Review

Certior Financial Group reduced its PIMCO Dynamic Income Fund (PDI) stake by 8.4% in Q2 2026, selling an estimated $24.5K and leaving 15,757 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #118.

Certior Financial Group first reported a position in PDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 81 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Certior Financial Group held 15,757 shares of PIMCO Dynamic Income Fund worth $263K as of Q2 2026.
  • Certior Financial Group sold 1,440 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $24.5K.
  • PIMCO Dynamic Income Fund made up 0.14% of Certior Financial Group's portfolio in Q2 2026, its #118 holding.
  • Certior Financial Group first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Certior Financial Group's PIMCO Dynamic Income Fund position peaked at $309K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.