Kingstone Capital Partners Texas’s PIMCO Dynamic Income Fund PDI Stock Holding History

Kingstone Capital Partners Texas’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	$373K	Buy	+21,818	New	+$393K	0.23%	44
2025 Q4	–	Sell	-14,497	Closed	-$287K	–	63
2025 Q3	$287K	Buy	14,497 +1,747	+14%	+$33.9K	0.17%	45
2025 Q2	$242K	Buy	12,750 +1,537	+14%	+$28.6K	0.16%	46
2025 Q1	$222K	Buy	11,213 +1,034	+10%	+$20.1K	0.18%	46
2024 Q4	$187K	Buy	+10,179	New	+$198K	0.15%	45

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 $2.58B AUM 36.93% 1-Year Est. Return

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

Kingstone Capital Partners Texas's PDI Position: Q1 2026 in Review

Kingstone Capital Partners Texas opened a new position in PIMCO Dynamic Income Fund (PDI) in Q1 2026: 21,818 shares worth $373K. The stake represents 0.23% of the portfolio and ranks #44 among its holdings. This is a return to the name: Kingstone Capital Partners Texas previously reported a position in PDI as recently as Q3 2025.

Kingstone Capital Partners Texas first reported a position in PDI in Q4 2024 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Kingstone Capital Partners Texas held 21,818 shares of PIMCO Dynamic Income Fund worth $373K as of Q1 2026.
PIMCO Dynamic Income Fund was a new Kingstone Capital Partners Texas position in Q1 2026.
PIMCO Dynamic Income Fund made up 0.23% of Kingstone Capital Partners Texas's portfolio in Q1 2026, its #44 holding.
Kingstone Capital Partners Texas first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 5 quarters since.
371 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q1 2026, filed 6 May 2026.