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Lifestyle Asset Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Lifestyle Asset 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 		$299K Buy
17,892
+7,886
+79% +$134K 0.08% 116
2026
Q1 		$171K Sell
10,006
-2,102
-17% -$37.8K 0.06% 134
2025
Q4 		$214K Buy
12,108
+252
+2% +$4.62K 0.07% 134
2025
Q3 		$235K Buy
+11,856
New +$230K 0.08% 128

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lifestyle Asset Management's PDI Position: Q2 2026 in Review

Lifestyle Asset Management increased its PIMCO Dynamic Income Fund (PDI) stake by 79% in Q2 2026, buying an estimated $134K and bringing the position to 17,892 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #116.

Lifestyle Asset Management first reported a position in PDI in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Lifestyle Asset Management held 17,892 shares of PIMCO Dynamic Income Fund worth $299K as of Q2 2026.
  • Lifestyle Asset Management bought 7,886 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $134K.
  • PIMCO Dynamic Income Fund made up 0.08% of Lifestyle Asset Management's portfolio in Q2 2026, its #116 holding.
  • Lifestyle Asset Management first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.