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Leo Wealth LLC’s PIMCO Dynamic Income Fund PDI Stock Holding History

Leo Wealth LLC’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 		$171K Buy
+10,000
New +$180K 0.01% 443

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

Leo Wealth LLC's PDI Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in PIMCO Dynamic Income Fund (PDI) in Q1 2026: 10,000 shares worth $171K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings.

372 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • Leo Wealth LLC held 10,000 shares of PIMCO Dynamic Income Fund worth $171K as of Q1 2026.
  • PIMCO Dynamic Income Fund was a new Leo Wealth LLC position in Q1 2026.
  • PIMCO Dynamic Income Fund made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #443 holding.
  • 372 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.