HM Payson & Co’s PIMCO Dynamic Income Fund PDI Stock Holding History

HM Payson & Co’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	$7.93K	Buy	+475	New	+$8.07K	﹤0.01%	944

Other funds holding PDI

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

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

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

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

HM Payson & Co's PDI Position: Q2 2026 in Review

HM Payson & Co opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 475 shares worth $7.93K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

93 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

HM Payson & Co held 475 shares of PIMCO Dynamic Income Fund worth $7.93K as of Q2 2026.
PIMCO Dynamic Income Fund was a new HM Payson & Co position in Q2 2026.
PIMCO Dynamic Income Fund made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #944 holding.
93 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.