CIBC Private Wealth Group
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CIBC Private Wealth Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$247K Sell
13,970
-6,053
-30% -$111K ﹤0.01% 1098
2025
Q3 		$396K Buy
20,023
+5,763
+40% +$112K ﹤0.01% 938
2025
Q2 		$271K Sell
14,260
-1,655
-10% -$30.8K ﹤0.01% 1010
2025
Q1 		$284K Buy
15,915
+842
+6% +$16.4K ﹤0.01% 972
2024
Q4 		$283K Sell
15,073
-80
-0.5% -$1.55K ﹤0.01% 1034
2024
Q3 		$307K Buy
15,153
+619
+4% +$11.9K ﹤0.01% 1019
2024
Q2 		$278K Buy
14,534
+160
+1% +$3.06K ﹤0.01% 980
2024
Q1 		$279K Buy
+14,374
New +$273K ﹤0.01% 998
2022
Q1 		– Sell
-25,705
Closed -$666K – 1301
2021
Q4 		$666K Buy
+25,705
New +$672K ﹤0.01% 714
2017
Q4 		– Sell
-14,487
Closed -$447K – 1966
2017
Q3 		$447K Sell
14,487
-1,143
-7% -$34.6K ﹤0.01% 788
2017
Q2 		$472K Buy
15,630
+1,900
+14% +$56K ﹤0.01% 539
2017
Q1 		$396K Buy
13,730
+1,480
+12% +$42K ﹤0.01% 534
2016
Q4 		$339K Buy
+12,250
New +$347K ﹤0.01% 548

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group's PDI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its PIMCO Dynamic Income Fund (PDI) stake by 30% in Q4 2025, selling an estimated $111K and leaving 13,970 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

CIBC Private Wealth Group first reported a position in PDI in Q4 2016 and has held it in 13 quarters since. The position peaked at $666K in Q4 2021. 353 funds tracked by Wall St. Rank hold PDI as of Q4 2025.

  • CIBC Private Wealth Group held 13,970 shares of PIMCO Dynamic Income Fund worth $247K as of Q4 2025.
  • CIBC Private Wealth Group sold 6,053 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $111K.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1098 holding.
  • CIBC Private Wealth Group first reported a position in PIMCO Dynamic Income Fund in Q4 2016 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's PIMCO Dynamic Income Fund position peaked at $666K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.