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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
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

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Highline Wealth Partners's PDI Position: Q2 2026 in Review

Highline Wealth Partners held its PIMCO Dynamic Income Fund (PDI) position steady in Q2 2026 at 100 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Highline Wealth Partners first reported a position in PDI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.98K in Q3 2025. 87 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Highline Wealth Partners held 100 shares of PIMCO Dynamic Income Fund worth $1.67K as of Q2 2026.
  • Highline Wealth Partners left its PIMCO Dynamic Income Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1206 holding.
  • Highline Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's PIMCO Dynamic Income Fund position peaked at $1.98K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.