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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
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

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. 375 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.
  • 375 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.