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Marex Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Marex Group’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
Q1 		– Sell
-398,209
Closed -$7.05M – 1207
2025
Q4 		$7.05M Buy
+398,209
New +$7.31M 0.04% 188
2025
Q1 		– Sell
-136,137
Closed -$2.5M – 815
2024
Q4 		$2.5M Buy
+136,137
New +$2.64M 0.04% 148

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marex Group's PDI Position: Q1 2026 in Review

Marex Group sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2026, closing a stake of 398,209 shares — an estimated $7.05M sold.

Marex Group first reported a position in PDI in Q4 2024 and held it in 2 quarters. The position peaked at $7.05M in Q4 2025. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • Marex Group reported no remaining PIMCO Dynamic Income Fund position as of Q1 2026 after selling out during the quarter.
  • Marex Group sold 398,209 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $7.05M.
  • Marex Group first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and held it in 2 quarters.
  • Marex Group's PIMCO Dynamic Income Fund position peaked at $7.05M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.