LifeWealth Investments’s PIMCO Dynamic Income Fund PDI Stock Holding History

LifeWealth Investments’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	$6.06M	Sell	362,648 -6,593	-2%	-$112K	1.62%	17
2026 Q1	$6.32M	Buy	369,241 +34,085	+10%	+$614K	1.89%	15
2025 Q4	$5.94M	Buy	335,156 +10,942	+3%	+$201K	1.88%	15
2025 Q3	$6.42M	Buy	324,214 +2,522	+0.8%	+$48.9K	2.11%	12
2025 Q2	$6.1M	Buy	321,692 +54,720	+20%	+$1.02M	2.22%	11
2025 Q1	$5.29M	Buy	266,972 +100,764	+61%	+$1.96M	2.54%	9
2024 Q4	$3.05M	Buy	+166,208	New	+$3.23M	2.02%	9

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LifeWealth Investments's PDI Position: Q2 2026 in Review

LifeWealth Investments reduced its PIMCO Dynamic Income Fund (PDI) stake by 1.8% in Q2 2026, selling an estimated $112K and leaving 362,648 shares worth $6.06M. The position accounts for 1.62% of the portfolio, ranked #17.

LifeWealth Investments first reported a position in PDI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.42M in Q3 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

LifeWealth Investments held 362,648 shares of PIMCO Dynamic Income Fund worth $6.06M as of Q2 2026.
LifeWealth Investments sold 6,593 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $112K.
PIMCO Dynamic Income Fund made up 1.62% of LifeWealth Investments's portfolio in Q2 2026, its #17 holding.
LifeWealth Investments first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's PIMCO Dynamic Income Fund position peaked at $6.42M in Q3 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.