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Fiscal Wisdom Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Fiscal Wisdom Wealth Management’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 		– Sell
-10,486
Closed -$179K – 107
2026
Q1 		$179K Buy
+10,486
New +$189K 0.17% 83

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
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

Fiscal Wisdom Wealth Management's PDI Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2026, closing a stake of 10,486 shares — an estimated $179K sold.

Fiscal Wisdom Wealth Management first reported a position in PDI in Q1 2026 and held it in 1 quarter. The position peaked at $179K in Q1 2026. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Fiscal Wisdom Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q2 2026 after selling out during the quarter.
  • Fiscal Wisdom Wealth Management sold 10,486 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $179K.
  • Fiscal Wisdom Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q1 2026 and held it in 1 quarter.
  • Fiscal Wisdom Wealth Management's PIMCO Dynamic Income Fund position peaked at $179K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.