Larson Financial Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Larson Financial Group’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	$177K	Buy	10,373 +3,276	+46%	+$59K	0.01%	758
2025 Q4	$126K	Buy	7,097 +15	+0.2%	+$275	﹤0.01%	854
2025 Q3	$140K	Hold	7,082	–	–	﹤0.01%	785
2025 Q2	$134K	Hold	7,082	–	–	0.01%	756
2025 Q1	$140K	Buy	7,082 +1,250	+21%	+$24.3K	0.01%	699
2024 Q4	$107K	Buy	5,832 +4,604	+375%	+$89.4K	0.01%	717
2024 Q3	$24.9K	Hold	1,228	–	–	﹤0.01%	1122
2024 Q2	$23.1K	Hold	1,228	–	–	﹤0.01%	1013
2024 Q1	$23.7K	Buy	1,228 +28	+2%	+$532	﹤0.01%	851
2023 Q4	$21.5K	Buy	1,200 +700	+140%	+$12K	﹤0.01%	833
2023 Q3	$8.64K	Hold	500	–	–	﹤0.01%	1041
2023 Q2	$9.38K	Buy	+500	New	+$9.1K	﹤0.01%	955
2022 Q3	–	Sell	-163	Closed	-$3K	–	1377
2022 Q2	$3K	Hold	163	–	–	﹤0.01%	977
2022 Q1	$4K	Hold	163	–	–	﹤0.01%	833
2021 Q4	$4K	Buy	+163	New	+$4.26K	﹤0.01%	864

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 $2.15B AUM 25.5% 1-Year Est. Return

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

Larson Financial Group's PDI Position: Q1 2026 in Review

Larson Financial Group increased its PIMCO Dynamic Income Fund (PDI) stake by 46% in Q1 2026, buying an estimated $59K and bringing the position to 10,373 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #758.

Larson Financial Group first reported a position in PDI in Q4 2021 and has held it in 15 quarters since. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Larson Financial Group held 10,373 shares of PIMCO Dynamic Income Fund worth $177K as of Q1 2026.
Larson Financial Group bought 3,276 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $59K.
PIMCO Dynamic Income Fund made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #758 holding.
Larson Financial Group first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 15 quarters since.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.