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

HHM 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 Q2	$28.4K	Sell	1,699 -420	-20%	-$7.14K	﹤0.01%	473
2026 Q1	$36.3K	Hold	2,119	–	–	﹤0.01%	412
2025 Q4	$37.5K	Hold	2,119	–	–	﹤0.01%	402
2025 Q3	$42K	Hold	2,119	–	–	﹤0.01%	397
2025 Q2	$40.2K	Hold	2,119	–	–	﹤0.01%	407
2025 Q1	$42K	Hold	2,119	–	–	0.01%	389
2024 Q4	$38.9K	Sell	2,119 -2,304	-52%	-$44.8K	0.01%	395
2024 Q3	$89.7K	Buy	+4,423	New	+$84.8K	0.01%	262

Other funds holding PDI

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 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

HHM Wealth Advisors's PDI Position: Q2 2026 in Review

HHM Wealth Advisors reduced its PIMCO Dynamic Income Fund (PDI) stake by 20% in Q2 2026, selling an estimated $7.14K and leaving 1,699 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

HHM Wealth Advisors first reported a position in PDI in Q3 2024 and has held it in 8 quarters since. The position peaked at $89.7K in Q3 2024. 144 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

HHM Wealth Advisors held 1,699 shares of PIMCO Dynamic Income Fund worth $28.4K as of Q2 2026.
HHM Wealth Advisors sold 420 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $7.14K.
PIMCO Dynamic Income Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #473 holding.
HHM Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q3 2024 and has held it in 8 quarters since.
HHM Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $89.7K in Q3 2024.
144 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.