Cura Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Cura Wealth 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	$527K	Buy	31,559 +275	+0.9%	+$4.67K	0.23%	61
2026 Q1	$535K	Buy	31,284 +465	+2%	+$8.37K	0.24%	57
2025 Q4	$546K	Buy	30,819 +235	+0.8%	+$4.31K	0.21%	63
2025 Q3	$606K	Sell	30,584 -4,822	-14%	-$93.5K	0.23%	51
2025 Q2	$672K	Buy	35,406 +5,456	+18%	+$102K	0.27%	46
2025 Q1	$593K	Buy	29,950 +55	+0.2%	+$1.07K	0.24%	46
2024 Q4	$548K	Buy	+29,895	New	+$581K	0.24%	46

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

Cura Wealth Advisors's PDI Position: Q2 2026 in Review

Cura Wealth Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 0.88% in Q2 2026, buying an estimated $4.67K and bringing the position to 31,559 shares worth $527K. The position accounts for 0.23% of the portfolio, ranked #61.

Cura Wealth Advisors first reported a position in PDI in Q4 2024 and has held it in 7 quarters since. The position peaked at $672K in Q2 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Cura Wealth Advisors held 31,559 shares of PIMCO Dynamic Income Fund worth $527K as of Q2 2026.
Cura Wealth Advisors bought 275 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $4.67K.
PIMCO Dynamic Income Fund made up 0.23% of Cura Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Cura Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $672K in Q2 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.