Certior Financial Group
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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
Q3 		– Sell
-15,757
Closed -$263K – 152
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

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Wealthcare Advisory Partners
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WWMSC
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Certior Financial Group's PDI Position: Q3 2026 in Review

Certior Financial Group sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2026, closing a stake of 15,757 shares — an estimated $263K sold.

Certior Financial Group first reported a position in PDI in Q3 2025 and held it in 4 quarters. The position peaked at $309K in Q4 2025. 132 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • Certior Financial Group reported no remaining PIMCO Dynamic Income Fund position as of Q3 2026 after selling out during the quarter.
  • Certior Financial Group sold 15,757 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $263K.
  • Certior Financial Group first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and held it in 4 quarters.
  • Certior Financial Group's PIMCO Dynamic Income Fund position peaked at $309K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.