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 Q2	$2.36M	Sell	141,329 -221,292	-61%	-$3.76M	0.02%	667
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 $1.89T 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

Farther Finance Advisors's PDI Position: Q2 2026 in Review

Farther Finance Advisors reduced its PIMCO Dynamic Income Fund (PDI) stake by 61% in Q2 2026, selling an estimated $3.76M and leaving 141,329 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #667.

Farther Finance Advisors first reported a position in PDI in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.31M in Q1 2026. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Farther Finance Advisors held 141,329 shares of PIMCO Dynamic Income Fund worth $2.36M as of Q2 2026.
Farther Finance Advisors sold 221,292 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $3.76M.
PIMCO Dynamic Income Fund made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #667 holding.
Farther Finance Advisors first reported a position in PIMCO Dynamic Income Fund in Q3 2023 and has held it in 10 quarters since.
Farther Finance Advisors's PIMCO Dynamic Income Fund position peaked at $6.31M in Q1 2026.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.