Connecticut Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Connecticut Wealth 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	$882K	Buy	+52,792	New	+$897K	0.03%	180

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

Connecticut Wealth Management's PDI Position: Q2 2026 in Review

Connecticut Wealth Management opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 52,792 shares worth $882K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings.

375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Connecticut Wealth Management held 52,792 shares of PIMCO Dynamic Income Fund worth $882K as of Q2 2026.
PIMCO Dynamic Income Fund was a new Connecticut Wealth Management position in Q2 2026.
PIMCO Dynamic Income Fund made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #180 holding.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.