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 Q3	$252K	Buy	17,937 +4,574	+34%	+$71K	﹤0.01%	430
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments's PDI Position: Q3 2026 in Review

Gradient Investments increased its PIMCO Dynamic Income Fund (PDI) stake by 34% in Q3 2026, buying an estimated $71K and bringing the position to 17,937 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Gradient Investments first reported a position in PDI in Q4 2021 and has held it in 12 quarters since. 84 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Gradient Investments held 17,937 shares of PIMCO Dynamic Income Fund worth $252K as of Q3 2026.
Gradient Investments bought 4,574 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $71K.
PIMCO Dynamic Income Fund made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #430 holding.
Gradient Investments first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 12 quarters since.
84 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.