Key Client Fiduciary Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Key Client Fiduciary 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	$650K	Sell	38,936 -1,721	-4%	-$29.3K	0.19%	107
2026 Q1	$696K	Buy	40,657 +1,082	+3%	+$19.5K	0.24%	90
2025 Q4	$701K	Buy	39,575 +2,228	+6%	+$40.9K	0.24%	90
2025 Q3	$739K	Buy	37,347 +810	+2%	+$15.7K	0.24%	82
2025 Q2	$693K	Buy	36,537 +4,145	+13%	+$77.1K	0.28%	81
2025 Q1	$641K	Buy	32,392 +640	+2%	+$12.5K	0.29%	82
2024 Q4	$582K	Buy	31,752 +4,088	+15%	+$79.4K	0.26%	91
2024 Q3	$561K	Buy	27,664 +9,264	+50%	+$178K	0.25%	92
2024 Q2	$346K	Buy	18,400 +7,100	+63%	+$136K	0.17%	128
2024 Q1	$218K	Buy	+11,300	New	+$215K	0.12%	167

Other funds holding PDI

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NWMP

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WCL

Wealth Care LLC Merritt Island, Florida $123M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Key Client Fiduciary Advisors's PDI Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its PIMCO Dynamic Income Fund (PDI) stake by 4.2% in Q2 2026, selling an estimated $29.3K and leaving 38,936 shares worth $650K. The position accounts for 0.19% of the portfolio, ranked #107.

Key Client Fiduciary Advisors first reported a position in PDI in Q1 2024 and has held it in 10 quarters since. The position peaked at $739K in Q3 2025. 70 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Key Client Fiduciary Advisors held 38,936 shares of PIMCO Dynamic Income Fund worth $650K as of Q2 2026.
Key Client Fiduciary Advisors sold 1,721 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $29.3K.
PIMCO Dynamic Income Fund made up 0.19% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #107 holding.
Key Client Fiduciary Advisors first reported a position in PIMCO Dynamic Income Fund in Q1 2024 and has held it in 10 quarters since.
Key Client Fiduciary Advisors's PIMCO Dynamic Income Fund position peaked at $739K in Q3 2025.
70 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.