Future Financial Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Future Financial 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	$386K	Sell	23,995 -4,046	-14%	-$68.8K	0.24%	72
2026 Q1	$483K	Sell	28,041 -505	-2%	-$9.09K	0.31%	61
2025 Q4	$516K	Sell	28,546 -4,175	-13%	-$76.6K	0.35%	59
2025 Q3	$648K	Buy	32,721 +251	+0.8%	+$4.87K	0.41%	46
2025 Q2	$616K	Buy	32,470 +1,163	+4%	+$21.6K	0.42%	49
2025 Q1	$620K	Buy	31,307 +5,600	+22%	+$109K	0.45%	46
2024 Q4	$471K	Buy	25,707 +84	+0.3%	+$1.63K	0.34%	57
2024 Q3	$519K	Buy	25,623 +1,106	+5%	+$21.2K	0.37%	57
2024 Q2	$461K	Buy	24,517 +5,824	+31%	+$111K	0.41%	59
2024 Q1	$361K	Buy	18,693 +5,391	+41%	+$102K	0.28%	69
2023 Q4	$239K	Sell	13,302 -4,862	-27%	-$83.6K	0.24%	88
2023 Q3	$314K	Buy	18,164 +478	+3%	+$8.81K	0.35%	71
2023 Q2	$332K	Sell	17,686 -3,000	-15%	-$54.6K	0.35%	67
2023 Q1	$374K	Buy	+20,686	New	+$405K	0.41%	66
2022 Q3	–	Sell	-9,000	Closed	-$219K	–	134
2022 Q2	$219K	Hold	9,000	–	–	0.21%	115
2022 Q1	$219K	Buy	9,000 +3,000	+50%	+$73.8K	0.18%	115
2021 Q4	$157K	Buy	+6,000	New	+$157K	0.13%	143

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

Future Financial Wealth Management's PDI Position: Q2 2026 in Review

Future Financial Wealth Management reduced its PIMCO Dynamic Income Fund (PDI) stake by 14% in Q2 2026, selling an estimated $68.8K and leaving 23,995 shares worth $386K. The position accounts for 0.24% of the portfolio, ranked #72.

Future Financial Wealth Management first reported a position in PDI in Q4 2021 and has held it in 17 quarters since. The position peaked at $648K in Q3 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Future Financial Wealth Management held 23,995 shares of PIMCO Dynamic Income Fund worth $386K as of Q2 2026.
Future Financial Wealth Management sold 4,046 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $68.8K.
PIMCO Dynamic Income Fund made up 0.24% of Future Financial Wealth Management's portfolio in Q2 2026, its #72 holding.
Future Financial Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 17 quarters since.
Future Financial Wealth Management's PIMCO Dynamic Income Fund position peaked at $648K in Q3 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.