Goldstone Financial Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Goldstone Financial Group’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 Q1	$824K	Sell	48,152 -1,007	-2%	-$18.1K	0.09%	135
2025 Q4	$871K	Buy	49,159 +1,597	+3%	+$29.3K	0.1%	122
2025 Q3	$942K	Buy	47,562 +1,217	+3%	+$23.6K	0.11%	114
2025 Q2	$886K	Buy	46,345 +620	+1%	+$11.5K	0.12%	108
2025 Q1	$905K	Sell	45,725 -14,022	-23%	-$273K	0.14%	94
2024 Q4	$1.1M	Buy	59,747 +6,585	+12%	+$128K	0.17%	88
2024 Q3	$1.08M	Buy	53,162 +1,743	+3%	+$33.4K	0.19%	85
2024 Q2	$967K	Buy	51,419 +26,117	+103%	+$500K	0.19%	83
2024 Q1	$488K	Buy	25,302 +5,494	+28%	+$104K	0.11%	105
2023 Q4	$356K	Sell	19,808 -865	-4%	-$14.9K	0.09%	111
2023 Q3	$357K	Buy	20,673 +6,414	+45%	+$118K	0.11%	107
2023 Q2	$267K	Buy	+14,259	New	+$259K	0.08%	137

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldstone Financial Group's PDI Position: Q1 2026 in Review

Goldstone Financial Group reduced its PIMCO Dynamic Income Fund (PDI) stake by 2% in Q1 2026, selling an estimated $18.1K and leaving 48,152 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #135.

Goldstone Financial Group first reported a position in PDI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2024. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Goldstone Financial Group held 48,152 shares of PIMCO Dynamic Income Fund worth $824K as of Q1 2026.
Goldstone Financial Group sold 1,007 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $18.1K.
PIMCO Dynamic Income Fund made up 0.09% of Goldstone Financial Group's portfolio in Q1 2026, its #135 holding.
Goldstone Financial Group first reported a position in PIMCO Dynamic Income Fund in Q2 2023 and has held it in 12 quarters since.
Goldstone Financial Group's PIMCO Dynamic Income Fund position peaked at $1.1M in Q4 2024.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.