Insigneo Advisory Services’s PIMCO Dynamic Income Fund PDI Stock Holding History

Insigneo Advisory Services’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 Q1	$634K	Buy	37,030 +7,370	+25%	+$133K	0.05%	315
2025 Q4	$525K	Buy	29,660 +326	+1%	+$5.98K	0.04%	358
2025 Q3	$581K	Buy	29,334 +1,686	+6%	+$32.7K	0.04%	327
2025 Q2	$524K	Buy	27,648 +8,630	+45%	+$161K	0.05%	333
2025 Q1	$377K	Hold	19,018	–	–	0.04%	365
2024 Q4	$349K	Sell	19,018 -122	-0.6%	-$2.37K	0.04%	383
2024 Q3	$388K	Buy	19,140 +2,320	+14%	+$44.5K	0.04%	373
2024 Q2	$315K	Buy	+16,820	New	+$322K	0.04%	397

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insigneo Advisory Services's PDI Position: Q1 2026 in Review

Insigneo Advisory Services increased its PIMCO Dynamic Income Fund (PDI) stake by 25% in Q1 2026, buying an estimated $133K and bringing the position to 37,030 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #315.

Insigneo Advisory Services first reported a position in PDI in Q2 2024 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Insigneo Advisory Services held 37,030 shares of PIMCO Dynamic Income Fund worth $634K as of Q1 2026.
Insigneo Advisory Services bought 7,370 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $133K.
PIMCO Dynamic Income Fund made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #315 holding.
Insigneo Advisory Services first reported a position in PIMCO Dynamic Income Fund in Q2 2024 and has held it in 8 quarters since.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.