Heritage Wealth Advisors
PDI icon

Heritage Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-2,000
Closed -$33.4K – 486
2026
Q2 		$33.4K Hold
2,000
– – ﹤0.01% 379
2026
Q1 		$34.2K Hold
2,000
– – ﹤0.01% 380
2025
Q4 		$35.4K Buy
+2,000
New +$36.7K ﹤0.01% 351

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Heritage Wealth Advisors's PDI Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2026, closing a stake of 2,000 shares — an estimated $33.4K sold.

Heritage Wealth Advisors first reported a position in PDI in Q4 2025 and held it in 3 quarters. The position peaked at $35.4K in Q4 2025. 322 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,000 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $33.4K.
  • Heritage Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and held it in 3 quarters.
  • Heritage Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $35.4K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.