EIP
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Essential Investment Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Essential Investment 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 		$498K Sell
29,831
-186
-0.6% -$3.16K 0.4% 57
2026
Q1 		$514K Sell
30,017
-25,976
-46% -$468K 0.48% 53
2025
Q4 		$992K Buy
+55,993
New +$1.03M 0.93% 35

Other funds holding PDI

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Essential Investment Partners's PDI Position: Q2 2026 in Review

Essential Investment Partners reduced its PIMCO Dynamic Income Fund (PDI) stake by 0.62% in Q2 2026, selling an estimated $3.16K and leaving 29,831 shares worth $498K. The position accounts for 0.4% of the portfolio, ranked #57.

Essential Investment Partners first reported a position in PDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $992K in Q4 2025. 103 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Essential Investment Partners held 29,831 shares of PIMCO Dynamic Income Fund worth $498K as of Q2 2026.
  • Essential Investment Partners sold 186 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $3.16K.
  • PIMCO Dynamic Income Fund made up 0.4% of Essential Investment Partners's portfolio in Q2 2026, its #57 holding.
  • Essential Investment Partners first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's PIMCO Dynamic Income Fund position peaked at $992K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.