Cyndeo Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Cyndeo Wealth Partners’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	$13.3M	Buy	949,054 +21,602	+2%	+$335K	0.6%	42
2026 Q2	$15.5M	Buy	927,452 +307,630	+50%	+$5.23M	0.73%	32
2026 Q1	$10.6M	Buy	619,822 +147,900	+31%	+$2.66M	0.56%	55
2025 Q4	$8.36M	Buy	471,922 +46,240	+11%	+$848K	0.45%	63
2025 Q3	$8.43M	Sell	425,682 -5,160	-1%	-$100K	0.47%	64
2025 Q2	$8.17M	Buy	430,842 +58,761	+16%	+$1.09M	0.48%	60
2025 Q1	$7.37M	Buy	372,081 +117,423	+46%	+$2.29M	0.48%	66
2024 Q4	$4.67M	Buy	254,658 +182,879	+255%	+$3.55M	0.32%	89
2024 Q3	$1.45M	Sell	71,779 -15,206	-17%	-$291K	0.1%	181
2024 Q2	$1.64M	Sell	86,985 -30,450	-26%	-$583K	0.13%	176
2024 Q1	$2.27M	Hold	117,435	–	–	0.19%	147
2023 Q4	$2.11M	Buy	117,435 +25,543	+28%	+$439K	0.2%	132
2023 Q3	$1.59M	Hold	91,892	–	–	0.17%	143
2023 Q2	$1.72M	Sell	91,892 -3,299	-3%	-$60K	0.18%	138
2023 Q1	$1.72M	Buy	95,191 +40,242	+73%	+$788K	0.18%	138
2022 Q4	$1.02M	Buy	+54,949	New	+$1.08M	0.12%	165

Other funds holding PDI

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cyndeo Wealth Partners's PDI Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its PIMCO Dynamic Income Fund (PDI) stake by 2.3% in Q3 2026, buying an estimated $335K and bringing the position to 949,054 shares worth $13.3M. The position accounts for 0.6% of the portfolio, ranked #42.

Cyndeo Wealth Partners first reported a position in PDI in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.5M in Q2 2026. 97 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Cyndeo Wealth Partners held 949,054 shares of PIMCO Dynamic Income Fund worth $13.3M as of Q3 2026.
Cyndeo Wealth Partners bought 21,602 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $335K.
PIMCO Dynamic Income Fund made up 0.6% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #42 holding.
Cyndeo Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and has held it in 16 quarters since.
Cyndeo Wealth Partners's PIMCO Dynamic Income Fund position peaked at $15.5M in Q2 2026.
97 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.