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LifeSteps Financial’s PIMCO Dynamic Income Fund PDI Stock Holding History

LifeSteps Financial’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 		$16.7K Buy
+1,000
New +$17K 0.01% 335

Other funds holding PDI

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

LifeSteps Financial's PDI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 1,000 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

173 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • LifeSteps Financial held 1,000 shares of PIMCO Dynamic Income Fund worth $16.7K as of Q2 2026.
  • PIMCO Dynamic Income Fund was a new LifeSteps Financial position in Q2 2026.
  • PIMCO Dynamic Income Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #335 holding.
  • 173 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.