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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
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

Cyndeo Wealth Partners's PDI Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its PIMCO Dynamic Income Fund (PDI) stake by 50% in Q2 2026, buying an estimated $5.23M and bringing the position to 927,452 shares worth $15.5M. The position accounts for 0.73% of the portfolio, ranked #32.

Cyndeo Wealth Partners first reported a position in PDI in Q4 2022 and has held it in 15 quarters since. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Cyndeo Wealth Partners held 927,452 shares of PIMCO Dynamic Income Fund worth $15.5M as of Q2 2026.
  • Cyndeo Wealth Partners bought 307,630 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $5.23M.
  • PIMCO Dynamic Income Fund made up 0.73% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Cyndeo Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and has held it in 15 quarters since.
  • 375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.