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

Gilpin 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
Q3 		$348K Buy
24,829
+17,823
+254% +$277K 0.24% 93
2026
Q2 		$117K Hold
7,006
– – 0.08% 167
2026
Q1 		$120K Buy
7,006
+2,183
+45% +$39.3K 0.09% 154
2025
Q4 		$85.4K Buy
+4,823
New +$88.5K 0.07% 165

Other funds holding PDI

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Gilpin Wealth Management's PDI Position: Q3 2026 in Review

Gilpin Wealth Management increased its PIMCO Dynamic Income Fund (PDI) stake by 254% in Q3 2026, buying an estimated $277K and bringing the position to 24,829 shares worth $348K. The position accounts for 0.24% of the portfolio, ranked #93.

Gilpin Wealth Management first reported a position in PDI in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • Gilpin Wealth Management held 24,829 shares of PIMCO Dynamic Income Fund worth $348K as of Q3 2026.
  • Gilpin Wealth Management bought 17,823 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $277K.
  • PIMCO Dynamic Income Fund made up 0.24% of Gilpin Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Gilpin Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.