CWC Advisors
PDI icon

CWC Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

CWC 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
Q3 		$204K Hold
14,523
– – 0.09% 154
2026
Q2 		$243K Hold
14,523
– – 0.11% 141
2026
Q1 		$248K Buy
14,523
+3,685
+34% +$66.3K 0.12% 133
2025
Q4 		$192K Hold
10,838
– – 0.09% 148
2025
Q3 		$215K Buy
+10,838
New +$210K 0.11% 140

Other funds holding PDI

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

CWC Advisors's PDI Position: Q3 2026 in Review

CWC Advisors held its PIMCO Dynamic Income Fund (PDI) position steady in Q3 2026 at 14,523 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #154.

CWC Advisors first reported a position in PDI in Q3 2025 and has held it in 5 quarters since. The position peaked at $248K in Q1 2026. 81 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • CWC Advisors held 14,523 shares of PIMCO Dynamic Income Fund worth $204K as of Q3 2026.
  • CWC Advisors left its PIMCO Dynamic Income Fund share count unchanged in Q3 2026.
  • PIMCO Dynamic Income Fund made up 0.09% of CWC Advisors's portfolio in Q3 2026, its #154 holding.
  • CWC Advisors first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 5 quarters since.
  • CWC Advisors's PIMCO Dynamic Income Fund position peaked at $248K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.