Highline Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Highline Wealth Partners’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	$1.4K	Hold	100	–	–	﹤0.01%	1297
2026 Q2	$1.67K	Hold	100	–	–	﹤0.01%	1206
2026 Q1	$1.71K	Hold	100	–	–	﹤0.01%	1083
2025 Q4	$1.77K	Hold	100	–	–	﹤0.01%	862
2025 Q3	$1.98K	Buy	+100	New	+$1.94K	﹤0.01%	851

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 33.51% 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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Highline Wealth Partners's PDI Position: Q3 2026 in Review

Highline Wealth Partners held its PIMCO Dynamic Income Fund (PDI) position steady in Q3 2026 at 100 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Highline Wealth Partners first reported a position in PDI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.98K in Q3 2025. 97 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Highline Wealth Partners held 100 shares of PIMCO Dynamic Income Fund worth $1.4K as of Q3 2026.
Highline Wealth Partners left its PIMCO Dynamic Income Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1297 holding.
Highline Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's PIMCO Dynamic Income Fund position peaked at $1.98K in Q3 2025.
97 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.