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 Q2	$788K	Sell	47,175 -977	-2%	-$16.6K	0.07%	144
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 $1.89T 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

Goldstone Financial Group's PDI Position: Q2 2026 in Review

Goldstone Financial Group reduced its PIMCO Dynamic Income Fund (PDI) stake by 2% in Q2 2026, selling an estimated $16.6K and leaving 47,175 shares worth $788K. The position accounts for 0.07% of the portfolio, ranked #144.

Goldstone Financial Group first reported a position in PDI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2024. 376 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Goldstone Financial Group held 47,175 shares of PIMCO Dynamic Income Fund worth $788K as of Q2 2026.
Goldstone Financial Group sold 977 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $16.6K.
PIMCO Dynamic Income Fund made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #144 holding.
Goldstone Financial Group first reported a position in PIMCO Dynamic Income Fund in Q2 2023 and has held it in 13 quarters since.
Goldstone Financial Group's PIMCO Dynamic Income Fund position peaked at $1.1M in Q4 2024.
376 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.