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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWC Advisors's PDI Position: Q1 2026 in Review

CWC Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 34% in Q1 2026, buying an estimated $66.3K and bringing the position to 14,523 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #133.

CWC Advisors first reported a position in PDI in Q3 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • CWC Advisors held 14,523 shares of PIMCO Dynamic Income Fund worth $248K as of Q1 2026.
  • CWC Advisors bought 3,685 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $66.3K.
  • PIMCO Dynamic Income Fund made up 0.12% of CWC Advisors's portfolio in Q1 2026, its #133 holding.
  • CWC Advisors first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.