IFG Advisory’s PIMCO Dynamic Income Fund PDI Stock Holding History

IFG Advisory’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	$1.67M	Sell	119,229 -5,831	-5%	-$90.5K	0.06%	333
2026 Q2	$2.09M	Buy	125,060 +121,383	+3,301%	+$2.06M	0.07%	282
2026 Q1	$62.9K	Sell	3,677 -121,839	-97%	-$2.19M	0.18%	115
2025 Q4	$2.22M	Buy	125,516 +16,892	+16%	+$310K	0.1%	229
2025 Q3	$2.15M	Sell	108,624 -10,445	-9%	-$203K	0.1%	224
2025 Q2	$2.26M	Buy	119,069 +103,973	+689%	+$1.93M	0.11%	206
2025 Q1	$299K	Buy	+15,096	New	+$294K	0.02%	567

Other funds holding PDI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 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

IFG Advisory's PDI Position: Q3 2026 in Review

IFG Advisory reduced its PIMCO Dynamic Income Fund (PDI) stake by 4.7% in Q3 2026, selling an estimated $90.5K and leaving 119,229 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #333.

IFG Advisory first reported a position in PDI in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.26M in Q2 2025. 211 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

IFG Advisory held 119,229 shares of PIMCO Dynamic Income Fund worth $1.67M as of Q3 2026.
IFG Advisory sold 5,831 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $90.5K.
PIMCO Dynamic Income Fund made up 0.06% of IFG Advisory's portfolio in Q3 2026, its #333 holding.
IFG Advisory first reported a position in PIMCO Dynamic Income Fund in Q1 2025 and has held it in 7 quarters since.
IFG Advisory's PIMCO Dynamic Income Fund position peaked at $2.26M in Q2 2025.
211 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.