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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
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

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Mallini Complete Financial Planning's PDI Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its PIMCO Dynamic Income Fund (PDI) stake by 11% in Q2 2026, buying an estimated $36.6K and bringing the position to 22,128 shares worth $370K. The position accounts for 0.26% of the portfolio, ranked #31.

Mallini Complete Financial Planning first reported a position in PDI in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Mallini Complete Financial Planning held 22,128 shares of PIMCO Dynamic Income Fund worth $370K as of Q2 2026.
  • Mallini Complete Financial Planning bought 2,152 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $36.6K.
  • PIMCO Dynamic Income Fund made up 0.26% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #31 holding.
  • Mallini Complete Financial Planning first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 79 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.