JFS Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

JFS Wealth Advisors’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	$1.51K	Buy	+89	New	+$1.51K	﹤0.01%	1694

Other funds holding PDI

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

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

JFS Wealth Advisors's PDI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 89 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings.

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

JFS Wealth Advisors held 89 shares of PIMCO Dynamic Income Fund worth $1.51K as of Q2 2026.
PIMCO Dynamic Income Fund was a new JFS Wealth Advisors position in Q2 2026.
PIMCO Dynamic Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1694 holding.
163 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.