IFP Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $628K | Buy |
37,633
+2,863
| +8% | +$48.7K | 0.01% | 943 |
|
|
2026
Q1 | $595K | Buy |
34,770
+12,035
| +53% | +$217K | 0.01% | 896 |
|
|
2025
Q4 | $403K | Buy |
22,735
+3,932
| +21% | +$72.2K | 0.01% | 1027 |
|
|
2025
Q3 | $372K | Buy |
18,803
+3,008
| +19% | +$58.3K | 0.01% | 978 |
|
|
2025
Q2 | $300K | Sell |
15,795
-30,349
| -66% | -$565K | 0.01% | 1063 |
|
|
2025
Q1 | $914K | Sell |
46,144
-136,866
| -75% | -$2.67M | 0.03% | 582 |
|
|
2024
Q4 | $3.36M | Sell |
183,010
-138,650
| -43% | -$2.69M | 0.11% | 200 |
|
|
2024
Q3 | $6.52M | Buy |
321,660
+23,747
| +8% | +$455K | 0.24% | 90 |
|
|
2024
Q2 | $5.6M | Buy |
297,913
+53,144
| +22% | +$1.02M | 0.22% | 98 |
|
|
2024
Q1 | $4.72M | Buy |
244,769
+28,066
| +13% | +$533K | 0.21% | 105 |
|
|
2023
Q4 | $3.89M | Buy |
216,703
+64,186
| +42% | +$1.1M | 0.18% | 112 |
|
|
2023
Q3 | $2.64M | Buy |
152,517
+147,017
| +2,673% | +$2.71M | 0.12% | 175 |
|
|
2023
Q2 | $103K | Sell |
5,500
-72
| -1% | -$1.31K | ﹤0.01% | 1305 |
|
|
2023
Q1 | $177K | Sell |
5,572
-2,431
| -30% | -$47.6K | 0.01% | 996 |
|
|
2022
Q4 | $253K | Sell |
8,003
-11,587
| -59% | -$227K | 0.01% | 1232 |
|
|
2022
Q3 | $620K | Buy |
19,590
+100
| +0.5% | +$2.1K | 0.02% | 826 |
|
|
2022
Q2 | $617K | Hold |
19,490
| – | – | 0.02% | 753 |
|
|
2022
Q1 | $617K | Buy |
+19,490
| New | +$479K | 0.02% | 753 |
|
|
2019
Q1 | $280K | Sell |
8,770
-551
| -6% | -$17.4K | 0.04% | 395 |
|
|
2018
Q4 | $272K | Sell |
9,321
-19,664
| -68% | -$610K | 0.02% | 752 |
|
|
2018
Q3 | $971K | Buy |
28,985
+6,445
| +29% | +$211K | 0.04% | 438 |
|
|
2018
Q2 | $718K | Sell |
22,540
-36,799
| -62% | -$1.15M | 0.03% | 530 |
|
|
2018
Q1 | $1.78M | Hold |
59,339
| – | – | 0.08% | 253 |
|
|
2017
Q4 | $1.78M | Buy |
59,339
+2,091
| +4% | +$63.4K | 0.08% | 254 |
|
|
2017
Q3 | $1.77M | Buy |
57,248
+10,312
| +22% | +$312K | 0.07% | 292 |
|
|
2017
Q2 | $1.42M | Buy |
46,936
+7,756
| +20% | +$228K | 0.06% | 335 |
|
|
2017
Q1 | $1.13M | Buy |
39,180
+22,992
| +142% | +$652K | 0.05% | 398 |
|
|
2016
Q4 | $448K | Buy |
16,188
+5,668
| +54% | +$161K | 0.02% | 662 |
|
|
2016
Q3 | $300K | Buy |
10,520
+6,525
| +163% | +$185K | 0.02% | 813 |
|
|
2016
Q2 | $110K | Sell |
3,995
-4,775
| -54% | -$129K | 0.01% | 1272 |
|
|
2016
Q1 | $280K | Buy |
8,770
+6,835
| +353% | +$178K | 0.04% | 395 |
|
|
2015
Q4 | $53K | Buy |
+1,935
| New | +$56.2K | ﹤0.01% | 1585 |
|
Other funds holding PDI
JWCA
IFP Advisors's PDI Position: Q2 2026 in Review
IFP Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 8.2% in Q2 2026, buying an estimated $48.7K and bringing the position to 37,633 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #943.
IFP Advisors first reported a position in PDI in Q4 2015 and has held it in 32 quarters since. The position peaked at $6.52M in Q3 2024. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.
- IFP Advisors held 37,633 shares of PIMCO Dynamic Income Fund worth $628K as of Q2 2026.
- IFP Advisors bought 2,863 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $48.7K.
- PIMCO Dynamic Income Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #943 holding.
- IFP Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2015 and has held it in 32 quarters since.
- IFP Advisors's PIMCO Dynamic Income Fund position peaked at $6.52M in Q3 2024.
- 375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.