Firethorn Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Firethorn Wealth 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	$196K	Buy	11,721 +439	+4%	+$7.46K	0.06%	196
2026 Q1	$193K	Buy	11,282 +403	+4%	+$7.26K	0.07%	183
2025 Q4	$193K	Buy	10,879 +375	+4%	+$6.88K	0.07%	184
2025 Q3	$208K	Buy	10,504 +352	+3%	+$6.83K	0.08%	173
2025 Q2	$193K	Buy	+10,152	New	+$189K	0.08%	165
2022 Q2	–	Sell	-31,644	Closed	-$771K	–	142
2022 Q1	$771K	Sell	31,644 -4,271	-12%	-$105K	0.58%	40
2021 Q4	$931K	Buy	+35,915	New	+$938K	0.7%	34
2021 Q2	$359K	Buy	12,445 +298	+2%	+$8.61K	0.3%	76
2021 Q1	$342K	Buy	+12,147	New	+$331K	0.32%	76

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

Firethorn Wealth Partners's PDI Position: Q2 2026 in Review

Firethorn Wealth Partners increased its PIMCO Dynamic Income Fund (PDI) stake by 3.9% in Q2 2026, buying an estimated $7.46K and bringing the position to 11,721 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #196.

Firethorn Wealth Partners first reported a position in PDI in Q1 2021 and has held it in 9 quarters since. The position peaked at $931K in Q4 2021. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Firethorn Wealth Partners held 11,721 shares of PIMCO Dynamic Income Fund worth $196K as of Q2 2026.
Firethorn Wealth Partners bought 439 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $7.46K.
PIMCO Dynamic Income Fund made up 0.06% of Firethorn Wealth Partners's portfolio in Q2 2026, its #196 holding.
Firethorn Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q1 2021 and has held it in 9 quarters since.
Firethorn Wealth Partners's PIMCO Dynamic Income Fund position peaked at $931K in Q4 2021.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

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