Farther Finance Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Farther Finance 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 Q1	$6.31M	Buy	362,621 +275,100	+314%	+$4.95M	0.06%	284
2025 Q4	$1.55M	Sell	87,521 -9,711	-10%	-$178K	0.02%	691
2025 Q3	$1.93M	Buy	97,232 +30,715	+46%	+$596K	0.03%	469
2025 Q2	$1.26M	Buy	66,517 +58,446	+724%	+$1.09M	0.03%	506
2025 Q1	$160K	Buy	8,071 +2,568	+47%	+$50K	﹤0.01%	1322
2024 Q4	$101K	Buy	5,503 +1,436	+35%	+$27.9K	﹤0.01%	1312
2024 Q3	$82.4K	Buy	4,067 +4,000	+5,970%	+$76.7K	﹤0.01%	1396
2024 Q2	$1.27K	Buy	+67	New	+$1.28K	﹤0.01%	2977
2023 Q4	–	Sell	-80	Closed	-$1.38K	–	3602
2023 Q3	$1.38K	Buy	+80	New	+$1.47K	﹤0.01%	1983

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Farther Finance Advisors's PDI Position: Q1 2026 in Review

Farther Finance Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 314% in Q1 2026, buying an estimated $4.95M and bringing the position to 362,621 shares worth $6.31M. The position accounts for 0.06% of the portfolio, ranked #284.

Farther Finance Advisors first reported a position in PDI in Q3 2023 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Farther Finance Advisors held 362,621 shares of PIMCO Dynamic Income Fund worth $6.31M as of Q1 2026.
Farther Finance Advisors bought 275,100 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $4.95M.
PIMCO Dynamic Income Fund made up 0.06% of Farther Finance Advisors's portfolio in Q1 2026, its #284 holding.
Farther Finance Advisors first reported a position in PIMCO Dynamic Income Fund in Q3 2023 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.