Diversify Advisory Services’s PIMCO Dynamic Income Fund PDI Stock Holding History

Diversify Advisory Services’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	$704K	Buy	+44,312	New	+$753K	0.01%	762

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Diversify Advisory Services's PDI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 44,312 shares worth $704K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings.

375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Diversify Advisory Services held 44,312 shares of PIMCO Dynamic Income Fund worth $704K as of Q2 2026.
PIMCO Dynamic Income Fund was a new Diversify Advisory Services position in Q2 2026.
PIMCO Dynamic Income Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #762 holding.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.