Mallini Complete Financial Planning’s PIMCO Dynamic Income Fund PDI Stock Holding History

Mallini Complete Financial Planning’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 Q3	$222K	Sell	15,792 -6,336	-29%	-$98.3K	0.16%	55
2026 Q2	$370K	Buy	22,128 +2,152	+11%	+$36.6K	0.26%	31
2026 Q1	$342K	Buy	19,976 +649	+3%	+$11.7K	0.27%	30
2025 Q4	$342K	Buy	19,327 +1,330	+7%	+$24.4K	0.28%	30
2025 Q3	$356K	Buy	17,997 +1,159	+7%	+$22.5K	0.29%	29
2025 Q2	$319K	Buy	16,838 +2,285	+16%	+$42.5K	0.4%	31
2025 Q1	$288K	Buy	14,553 +2,462	+20%	+$48K	0.28%	34
2024 Q4	$222K	Buy	+12,091	New	+$235K	0.21%	47

Other funds holding PDI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Mallini Complete Financial Planning's PDI Position: Q3 2026 in Review

Mallini Complete Financial Planning reduced its PIMCO Dynamic Income Fund (PDI) stake by 29% in Q3 2026, selling an estimated $98.3K and leaving 15,792 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #55.

Mallini Complete Financial Planning first reported a position in PDI in Q4 2024 and has held it in 8 quarters since. The position peaked at $370K in Q2 2026. 199 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Mallini Complete Financial Planning held 15,792 shares of PIMCO Dynamic Income Fund worth $222K as of Q3 2026.
Mallini Complete Financial Planning sold 6,336 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $98.3K.
PIMCO Dynamic Income Fund made up 0.16% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #55 holding.
Mallini Complete Financial Planning first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 8 quarters since.
Mallini Complete Financial Planning's PIMCO Dynamic Income Fund position peaked at $370K in Q2 2026.
199 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.