LIM
PDI icon

Leavell Investment Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Leavell Investment 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
Q2 		– Sell
-10,710
Closed -$186K – 648
2026
Q1 		$186K Buy
+10,710
New +$193K 0.01% 595
2025
Q4 		– Sell
-10,800
Closed -$216K – 603
2025
Q3 		$216K Buy
+10,800
New +$209K 0.01% 562

Other funds holding PDI

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Leavell Investment Management's PDI Position: Q2 2026 in Review

Leavell Investment Management sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2026, closing a stake of 10,710 shares — an estimated $186K sold.

Leavell Investment Management first reported a position in PDI in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 103 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Leavell Investment Management reported no remaining PIMCO Dynamic Income Fund position as of Q2 2026 after selling out during the quarter.
  • Leavell Investment Management sold 10,710 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $186K.
  • Leavell Investment Management first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and held it in 2 quarters.
  • Leavell Investment Management's PIMCO Dynamic Income Fund position peaked at $216K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.