Gateway Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Gateway Wealth Partners’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	$414K	Sell	24,792 -17,678	-42%	-$300K	0.02%	519
2026 Q1	$727K	Buy	42,470 +26,210	+161%	+$472K	0.03%	449
2025 Q4	$288K	Sell	16,260 -845	-5%	-$15.5K	0.03%	377
2025 Q3	$339K	Buy	17,105 +472	+3%	+$9.15K	0.05%	297
2025 Q2	$316K	Buy	16,633 +5,855	+54%	+$109K	0.06%	270
2025 Q1	$213K	Buy	10,778 +461	+4%	+$8.98K	0.05%	294
2024 Q4	$189K	Sell	10,317 -745	-7%	-$14.5K	0.05%	290
2024 Q3	$224K	Sell	11,062 -1,146	-9%	-$22K	0.06%	257
2024 Q2	$230K	Sell	12,208 -7,394	-38%	-$142K	0.07%	241
2024 Q1	$378K	Sell	19,602 -1,992	-9%	-$37.8K	0.14%	145
2023 Q4	$388K	Buy	+21,594	New	+$371K	0.16%	127

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

Gateway Wealth Partners's PDI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its PIMCO Dynamic Income Fund (PDI) stake by 42% in Q2 2026, selling an estimated $300K and leaving 24,792 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #519.

Gateway Wealth Partners first reported a position in PDI in Q4 2023 and has held it in 11 quarters since. The position peaked at $727K in Q1 2026. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Gateway Wealth Partners held 24,792 shares of PIMCO Dynamic Income Fund worth $414K as of Q2 2026.
Gateway Wealth Partners sold 17,678 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $300K.
PIMCO Dynamic Income Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #519 holding.
Gateway Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's PIMCO Dynamic Income Fund position peaked at $727K in Q1 2026.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.