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Kingsview Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Kingsview Wealth Management’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 		– Sell
-11,244
Closed -$199K – 1399
2025
Q4 		$199K Sell
11,244
-2,057
-15% -$37.7K ﹤0.01% 1183
2025
Q3 		$263K Sell
13,301
-677
-5% -$13.1K ﹤0.01% 1015
2025
Q2 		$265K Sell
13,978
-2,697
-16% -$50.2K ﹤0.01% 991
2025
Q1 		$330K Buy
16,675
+3,333
+25% +$64.9K 0.01% 856
2024
Q4 		$245K Buy
13,342
+1,566
+13% +$30.4K ﹤0.01% 979
2024
Q3 		$239K Buy
11,776
+125
+1% +$2.4K 0.01% 961
2024
Q2 		$219K Buy
11,651
+120
+1% +$2.3K 0.01% 955
2024
Q1 		$222K Sell
11,531
-1,198
-9% -$22.8K 0.01% 929
2023
Q4 		$228K Buy
12,729
+102
+0.8% +$1.75K 0.01% 856
2023
Q3 		$218K Sell
12,627
-2,536
-17% -$46.7K 0.01% 853
2023
Q2 		$284K Sell
15,163
-768
-5% -$14K 0.01% 759
2023
Q1 		$287K Buy
15,931
+5,139
+48% +$101K 0.01% 720
2022
Q4 		$199K Sell
10,792
-501
-4% -$9.83K 0.01% 793
2022
Q3 		$219K Buy
11,293
+1,024
+10% +$21.6K 0.01% 732
2022
Q2 		$214K Sell
10,269
-8,220
-44% -$182K 0.01% 750
2022
Q1 		$451K Buy
18,489
+272
+1% +$6.69K 0.02% 595
2021
Q4 		$472K Sell
18,217
-342
-2% -$8.94K 0.02% 592
2021
Q3 		$493K Buy
18,559
+2,200
+13% +$61.7K 0.02% 549
2021
Q2 		$473K Buy
16,359
+1,401
+9% +$40.5K 0.02% 570
2021
Q1 		$423K Buy
+14,958
New +$407K 0.02% 546

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingsview Wealth Management's PDI Position: Q1 2026 in Review

Kingsview Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2026, closing a stake of 11,244 shares — an estimated $199K sold.

Kingsview Wealth Management first reported a position in PDI in Q1 2021 and held it in 20 quarters. The position peaked at $493K in Q3 2021. 372 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • Kingsview Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,244 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $199K.
  • Kingsview Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q1 2021 and held it in 20 quarters.
  • Kingsview Wealth Management's PIMCO Dynamic Income Fund position peaked at $493K in Q3 2021.
  • 372 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.