GI
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Gradient Investments’s PIMCO Dynamic Income Fund PDI Stock Holding History

Gradient Investments’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 		$223K Buy
+13,363
New +$227K ﹤0.01% 432
2024
Q3 		– Sell
-1,450
Closed -$27.3K – 999
2024
Q2 		$27.3K Hold
1,450
– – ﹤0.01% 589
2024
Q1 		$28K Hold
1,450
– – ﹤0.01% 489
2023
Q4 		$26K Hold
1,450
– – ﹤0.01% 661
2023
Q3 		$25.1K Hold
1,450
– – ﹤0.01% 636
2023
Q2 		$27.2K Sell
1,450
-1,335
-48% -$24.3K ﹤0.01% 630
2023
Q1 		$50.2K Buy
2,785
+1,335
+92% +$26.1K ﹤0.01% 496
2022
Q4 		$26.8K Hold
1,450
– – ﹤0.01% 629
2022
Q3 		$28K Hold
1,450
– – ﹤0.01% 601
2022
Q2 		$30K Buy
+1,450
New +$32.2K ﹤0.01% 566
2022
Q1 		– Sell
-759
Closed -$20K – 1301
2021
Q4 		$20K Buy
+759
New +$19.8K ﹤0.01% 660

Other funds holding PDI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Gradient Investments's PDI Position: Q2 2026 in Review

Gradient Investments opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 13,363 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Gradient Investments previously reported a position in PDI as recently as Q2 2024.

Gradient Investments first reported a position in PDI in Q4 2021 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Gradient Investments held 13,363 shares of PIMCO Dynamic Income Fund worth $223K as of Q2 2026.
  • PIMCO Dynamic Income Fund was a new Gradient Investments position in Q2 2026.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #432 holding.
  • Gradient Investments first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 11 quarters since.
  • 68 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.