Drive Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Drive Wealth Management’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
2025 Q4	–	Sell	-24,354	Closed	-$488K	–	414
2025 Q3	$488K	Sell	24,354 -111,656	-82%	-$2.17M	0.1%	168
2025 Q2	$2.61M	Buy	136,010 +13,149	+11%	+$245K	0.57%	37
2025 Q1	$2.46M	Buy	122,861 +22,480	+22%	+$438K	0.58%	34
2024 Q4	$1.86M	Buy	100,381 +15,896	+19%	+$309K	0.46%	40
2024 Q3	$1.73M	Buy	+84,485	New	+$1.62M	0.45%	36

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Drive Wealth Management's PDI Position: Q4 2025 in Review

Drive Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2025, closing a stake of 24,354 shares — an estimated $488K sold.

Drive Wealth Management first reported a position in PDI in Q3 2024 and held it in 5 quarters. The position peaked at $2.61M in Q2 2025. 354 funds tracked by Wall St. Rank hold PDI as of Q4 2025.

Drive Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 24,354 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $488K.
Drive Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q3 2024 and held it in 5 quarters.
Drive Wealth Management's PIMCO Dynamic Income Fund position peaked at $2.61M in Q2 2025.
354 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.