First Foundation Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

First Foundation 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	$409K	Hold	23,883	–	–	0.02%	264
2025 Q4	$423K	Sell	23,883 -8,681	-27%	-$159K	0.02%	253
2025 Q3	$645K	Sell	32,564 -13,401	-29%	-$260K	0.02%	213
2025 Q2	$872K	Hold	45,965	–	–	0.03%	199
2025 Q1	$910K	Sell	45,965 -1,081	-2%	-$21.1K	0.04%	175
2024 Q4	$863K	Sell	47,046 -100	-0.2%	-$1.94K	0.03%	184
2024 Q3	$956K	Sell	47,146 -35,500	-43%	-$680K	0.04%	173
2024 Q2	$1.55M	Sell	82,646 -7,950	-9%	-$152K	0.06%	135
2024 Q1	$1.75M	Hold	90,596	–	–	0.07%	129
2023 Q4	$1.63M	Sell	90,596 -9,909	-10%	-$170K	0.07%	130
2023 Q3	$1.74M	Sell	100,505 -50,744	-34%	-$935K	0.08%	131
2023 Q2	$2.84M	Buy	151,249 +23	+0%	+$418	0.12%	113
2023 Q1	$2.73M	Buy	151,226 +34,988	+30%	+$685K	0.13%	111
2022 Q4	$2.15M	Sell	116,238 -62,602	-35%	-$1.23M	0.1%	120
2022 Q3	$3.47M	Sell	178,840 -35,321	-16%	-$743K	0.17%	87
2022 Q2	$4.47M	Sell	214,161 -1,361	-0.6%	-$30.2K	0.2%	79
2022 Q1	$5.25M	Sell	215,522 -7,191	-3%	-$177K	0.19%	79
2021 Q4	$5.77M	Buy	222,713 +189,317	+567%	+$4.95M	0.2%	75
2021 Q3	$888K	Sell	33,396 -1,850	-5%	-$51.9K	0.03%	209
2021 Q2	$1.01M	Buy	35,246 +18,375	+109%	+$531K	0.04%	211
2021 Q1	$475K	Buy	16,871 +1,570	+10%	+$42.7K	0.02%	272
2020 Q4	$404K	Hold	15,301	–	–	0.02%	288
2020 Q3	$388K	Hold	15,301	–	–	0.02%	260
2020 Q2	$378K	Buy	15,301 +3,938	+35%	+$94K	0.02%	255
2020 Q1	$251K	Sell	11,363 -3,464	-23%	-$104K	0.02%	296
2019 Q4	$481K	Hold	14,827	–	–	0.02%	251
2019 Q3	$482K	Hold	14,827	–	–	0.03%	229
2019 Q2	$477K	Sell	14,827 -363	-2%	-$11.6K	0.03%	229
2019 Q1	$487K	Sell	15,190 -3,260	-18%	-$103K	0.03%	221
2018 Q4	$538K	Sell	18,450 -6,790	-27%	-$211K	0.03%	244
2018 Q3	$845K	Sell	25,240 -4,725	-16%	-$155K	0.05%	192
2018 Q2	$955K	Sell	29,965 -1,319	-4%	-$41.2K	0.06%	168
2018 Q1	$965K	Sell	31,284 -4,579	-13%	-$138K	0.05%	165
2017 Q4	$1.08M	Sell	35,863 -6,243	-15%	-$189K	0.06%	166
2017 Q3	$1.3M	Sell	42,106 -18,922	-31%	-$573K	0.07%	135
2017 Q2	$1.84M	Buy	61,028 +820	+1%	+$24.2K	0.11%	113
2017 Q1	$1.74M	Sell	60,208 -52,169	-46%	-$1.48M	0.11%	109
2016 Q4	$3.11M	Buy	112,377 +3,047	+3%	+$86.3K	0.2%	84
2016 Q3	$3.11M	Sell	109,330 -34,759	-24%	-$987K	0.22%	75
2016 Q2	$3.97M	Sell	144,089 -126,143	-47%	-$3.41M	0.29%	68
2016 Q1	$7.04M	Sell	270,232 -57,911	-18%	-$1.51M	0.51%	50
2015 Q4	$8.98M	Buy	328,143 +65,771	+25%	+$1.91M	0.61%	52
2015 Q3	$7.56M	Buy	262,372 +12,975	+5%	+$373K	0.62%	47
2015 Q2	$7.29M	Buy	249,397 +21,331	+9%	+$631K	0.58%	49
2015 Q1	$6.61M	Buy	228,066 +84,466	+59%	+$2.51M	0.55%	45
2014 Q4	$4.41M	Buy	143,600 +28,142	+24%	+$899K	0.39%	53
2014 Q3	$3.64M	Sell	115,458 -19,034	-14%	-$619K	0.36%	44
2014 Q2	$4.58M	Buy	134,492 +3,096	+2%	+$101K	0.5%	41
2014 Q1	$3.98M	Sell	131,396 -1,510	-1%	-$45.8K	0.49%	40
2013 Q4	$3.87M	Buy	132,906 +39,328	+42%	+$1.15M	0.52%	38
2013 Q3	$2.69M	Sell	93,578 -20,604	-18%	-$577K	0.42%	41
2013 Q2	$3.34M	Buy	+114,182	New	+$3.48M	0.65%	35

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

First Foundation Advisors's PDI Position: Q1 2026 in Review

First Foundation Advisors held its PIMCO Dynamic Income Fund (PDI) position steady in Q1 2026 at 23,883 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #264.

First Foundation Advisors first reported a position in PDI in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.98M in Q4 2015. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

First Foundation Advisors held 23,883 shares of PIMCO Dynamic Income Fund worth $409K as of Q1 2026.
First Foundation Advisors left its PIMCO Dynamic Income Fund share count unchanged in Q1 2026.
PIMCO Dynamic Income Fund made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #264 holding.
First Foundation Advisors first reported a position in PIMCO Dynamic Income Fund in Q2 2013 and has held it in 52 quarters since.
First Foundation Advisors's PIMCO Dynamic Income Fund position peaked at $8.98M in Q4 2015.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.