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Kerr Financial Planning’s PIMCO Dynamic Income Fund PDI Stock Holding History

Kerr Financial Planning’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
2025
Q4 		– Sell
-7,237
Closed -$129K – 545
2025
Q3 		$129K Buy
+7,237
New +$140K 0.18% 95

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kerr Financial Planning's PDI Position: Q4 2025 in Review

Kerr Financial Planning sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2025, closing a stake of 7,237 shares — an estimated $129K sold.

Kerr Financial Planning first reported a position in PDI in Q3 2025 and held it in 1 quarter. The position peaked at $129K in Q3 2025. 354 funds tracked by Wall St. Rank hold PDI as of Q4 2025.

  • Kerr Financial Planning reported no remaining PIMCO Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 7,237 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $129K.
  • Kerr Financial Planning first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's PIMCO Dynamic Income Fund position peaked at $129K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.