First Growth Capital’s PIMCO Dynamic Income Fund PDI Stock Holding History

First Growth Capital’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	$755K	Buy	45,184 +7,848	+21%	+$133K	0.57%	45
2026 Q1	$650K	Buy	37,336 +563	+2%	+$10.1K	0.59%	45
2025 Q4	$697K	Buy	+36,773	New	+$675K	0.62%	42

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

First Growth Capital's PDI Position: Q2 2026 in Review

First Growth Capital increased its PIMCO Dynamic Income Fund (PDI) stake by 21% in Q2 2026, buying an estimated $133K and bringing the position to 45,184 shares worth $755K. The position accounts for 0.57% of the portfolio, ranked #45.

First Growth Capital first reported a position in PDI in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

First Growth Capital held 45,184 shares of PIMCO Dynamic Income Fund worth $755K as of Q2 2026.
First Growth Capital bought 7,848 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $133K.
PIMCO Dynamic Income Fund made up 0.57% of First Growth Capital's portfolio in Q2 2026, its #45 holding.
First Growth Capital first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 3 quarters since.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on First Growth Capital's 13F filing for Q2 2026, filed 16 Jul 2026.