First Growth Capital
PDI icon

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
Q3 		– Sell
-45,184
Closed -$755K – 144
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Sentinel Advisory Group
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

First Growth Capital's PDI Position: Q3 2026 in Review

First Growth Capital sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2026, closing a stake of 45,184 shares — an estimated $755K sold.

First Growth Capital first reported a position in PDI in Q4 2025 and held it in 3 quarters. The position peaked at $755K in Q2 2026. 105 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • First Growth Capital reported no remaining PIMCO Dynamic Income Fund position as of Q3 2026 after selling out during the quarter.
  • First Growth Capital sold 45,184 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $755K.
  • First Growth Capital first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and held it in 3 quarters.
  • First Growth Capital's PIMCO Dynamic Income Fund position peaked at $755K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on First Growth Capital's 13F filing for Q3 2026, filed 15 Oct 2026.