HFS
PDI icon

Hantz Financial Services’s PIMCO Dynamic Income Fund PDI Stock Holding History

Hantz Financial Services’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 		$34K Buy
+2,000
New +$36K ﹤0.01% 1694
2025
Q4 		– Sell
-550
Closed -$11K – 2505
2025
Q3 		$11K Buy
+550
New +$10.7K ﹤0.01% 1800

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hantz Financial Services's PDI Position: Q1 2026 in Review

Hantz Financial Services opened a new position in PIMCO Dynamic Income Fund (PDI) in Q1 2026: 2,000 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings. This is a return to the name: Hantz Financial Services previously reported a position in PDI as recently as Q3 2025.

Hantz Financial Services first reported a position in PDI in Q3 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • Hantz Financial Services held 2,000 shares of PIMCO Dynamic Income Fund worth $34K as of Q1 2026.
  • PIMCO Dynamic Income Fund was a new Hantz Financial Services position in Q1 2026.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1694 holding.
  • Hantz Financial Services first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.