Clear Creek Financial Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Clear Creek Financial Management’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	$389K	Buy	23,320 +313	+1%	+$5.32K	0.03%	464
2026 Q1	$394K	Buy	23,007 +535	+2%	+$9.63K	0.03%	442
2025 Q4	$398K	Sell	22,472 -859	-4%	-$15.8K	0.03%	434
2025 Q3	$462K	Buy	23,331 +1,100	+5%	+$21.3K	0.04%	380
2025 Q2	$422K	Buy	22,231 +3,505	+19%	+$65.2K	0.04%	374
2025 Q1	$371K	Buy	18,726 +500	+3%	+$9.74K	0.04%	357
2024 Q4	$334K	Buy	+18,226	New	+$354K	0.04%	361
2022 Q1	–	Sell	-13,567	Closed	-$352K	–	366
2021 Q4	$352K	Buy	+13,567	New	+$354K	0.05%	231

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

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

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

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

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

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

Clear Creek Financial Management's PDI Position: Q2 2026 in Review

Clear Creek Financial Management increased its PIMCO Dynamic Income Fund (PDI) stake by 1.4% in Q2 2026, buying an estimated $5.32K and bringing the position to 23,320 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #464.

Clear Creek Financial Management first reported a position in PDI in Q4 2021 and has held it in 8 quarters since. The position peaked at $462K in Q3 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Clear Creek Financial Management held 23,320 shares of PIMCO Dynamic Income Fund worth $389K as of Q2 2026.
Clear Creek Financial Management bought 313 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $5.32K.
PIMCO Dynamic Income Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #464 holding.
Clear Creek Financial Management first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 8 quarters since.
Clear Creek Financial Management's PIMCO Dynamic Income Fund position peaked at $462K in Q3 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.