Concurrent Investment Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Concurrent Investment Advisors’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	$392K	Buy	23,477 +5,194	+28%	+$88.3K	﹤0.01%	1543
2026 Q1	$313K	Buy	18,283 +567	+3%	+$10.2K	﹤0.01%	1474
2025 Q4	$314K	Sell	17,716 -1,072	-6%	-$19.7K	﹤0.01%	1371
2025 Q3	$372K	Sell	18,788 -1,945	-9%	-$37.7K	0.01%	1052
2025 Q2	$393K	Buy	20,733 +7,379	+55%	+$137K	0.01%	940
2025 Q1	$264K	Buy	+13,354	New	+$260K	0.01%	989
2024 Q3	–	Sell	-10,755	Closed	-$202K	–	1131
2024 Q2	$202K	Sell	10,755 -657	-6%	-$12.6K	0.01%	873
2024 Q1	$220K	Sell	11,412 -659	-5%	-$12.5K	0.01%	769
2023 Q4	$217K	Buy	+12,071	New	+$208K	0.01%	746

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

Concurrent Investment Advisors's PDI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 28% in Q2 2026, buying an estimated $88.3K and bringing the position to 23,477 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Concurrent Investment Advisors first reported a position in PDI in Q4 2023 and has held it in 9 quarters since. The position peaked at $393K in Q2 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Concurrent Investment Advisors held 23,477 shares of PIMCO Dynamic Income Fund worth $392K as of Q2 2026.
Concurrent Investment Advisors bought 5,194 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $88.3K.
PIMCO Dynamic Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1543 holding.
Concurrent Investment Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2023 and has held it in 9 quarters since.
Concurrent Investment Advisors's PIMCO Dynamic Income Fund position peaked at $393K in Q2 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.