CFO4Life Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

CFO4Life 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 Q1	–	Sell	-19,632	Closed	-$348K	–	239
2025 Q4	$348K	Hold	19,632	–	–	0.05%	160
2025 Q3	$389K	Hold	19,632	–	–	0.06%	147
2025 Q2	$372K	Buy	19,632 +1,300	+7%	+$24.2K	0.06%	143
2025 Q1	$363K	Hold	18,332	–	–	0.06%	140
2024 Q4	$336K	Buy	18,332 +7,472	+69%	+$145K	0.06%	146
2024 Q3	$220K	Buy	10,860 +860	+9%	+$16.5K	0.04%	192
2024 Q2	$188K	Hold	10,000	–	–	0.04%	190
2024 Q1	$193K	Buy	+10,000	New	+$190K	0.04%	184
2023 Q4	–	Sell	-10,524	Closed	-$182K	–	197
2023 Q3	$182K	Buy	+10,524	New	+$194K	0.04%	152
2022 Q4	–	Sell	-10,900	Closed	-$211K	–	187
2022 Q3	$211K	Buy	+10,900	New	+$229K	0.06%	132

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFO4Life Group's PDI Position: Q1 2026 in Review

CFO4Life Group sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2026, closing a stake of 19,632 shares — an estimated $348K sold.

CFO4Life Group first reported a position in PDI in Q3 2022 and held it in 10 quarters. The position peaked at $389K in Q3 2025. 372 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

CFO4Life Group reported no remaining PIMCO Dynamic Income Fund position as of Q1 2026 after selling out during the quarter.
CFO4Life Group sold 19,632 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $348K.
CFO4Life Group first reported a position in PIMCO Dynamic Income Fund in Q3 2022 and held it in 10 quarters.
CFO4Life Group's PIMCO Dynamic Income Fund position peaked at $389K in Q3 2025.
372 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.