EverSource Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

EverSource Wealth Advisors’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	$83.5K	Hold	5,000	–	–	﹤0.01%	1471
2026 Q1	$85.5K	Hold	5,000	–	–	﹤0.01%	1528
2025 Q4	$88.5K	Hold	5,000	–	–	﹤0.01%	1383
2025 Q3	$99K	Hold	5,000	–	–	﹤0.01%	1285
2025 Q2	$94.8K	Hold	5,000	–	–	﹤0.01%	1233
2025 Q1	$99K	Buy	5,000 +1,000	+25%	+$19.5K	0.01%	920
2024 Q4	$73.4K	Hold	4,000	–	–	﹤0.01%	1026
2024 Q3	$81.1K	Buy	4,000 +1,000	+33%	+$19.2K	0.01%	869
2024 Q2	$57K	Buy	+3,000	New	+$57.4K	﹤0.01%	1034
2023 Q1	–	Sell	-400	Closed	-$7.39K	–	2494
2022 Q4	$7.39K	Buy	+400	New	+$7.85K	﹤0.01%	1453

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

EverSource Wealth Advisors's PDI Position: Q2 2026 in Review

EverSource Wealth Advisors held its PIMCO Dynamic Income Fund (PDI) position steady in Q2 2026 at 5,000 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

EverSource Wealth Advisors first reported a position in PDI in Q4 2022 and has held it in 10 quarters since. The position peaked at $99K in Q3 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

EverSource Wealth Advisors held 5,000 shares of PIMCO Dynamic Income Fund worth $83.5K as of Q2 2026.
EverSource Wealth Advisors left its PIMCO Dynamic Income Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1471 holding.
EverSource Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and has held it in 10 quarters since.
EverSource Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $99K in Q3 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.