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

Destiny 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 		$3.64M Sell
227,585
-143,025
-39% -$2.43M 0.51% 52
2026
Q1 		$6.34M Buy
+370,610
New +$6.67M 0.69% 44

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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

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

Destiny Wealth Partners reduced its PIMCO Dynamic Income Fund (PDI) stake by 39% in Q2 2026, selling an estimated $2.43M and leaving 227,585 shares worth $3.64M. The position accounts for 0.51% of the portfolio, ranked #52.

Destiny Wealth Partners first reported a position in PDI in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.34M in Q1 2026. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Destiny Wealth Partners held 227,585 shares of PIMCO Dynamic Income Fund worth $3.64M as of Q2 2026.
  • Destiny Wealth Partners sold 143,025 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $2.43M.
  • PIMCO Dynamic Income Fund made up 0.51% of Destiny Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Destiny Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Destiny Wealth Partners's PIMCO Dynamic Income Fund position peaked at $6.34M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.