Maridea Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Maridea Wealth 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 Q1	$435K	Buy	25,410 +1,835	+8%	+$33K	0.06%	271
2025 Q4	$418K	Buy	23,575 +92	+0.4%	+$1.69K	0.06%	281
2025 Q3	$424K	Sell	23,483 -113	-0.5%	-$2.19K	0.07%	274
2025 Q2	$448K	Buy	23,596 +1,000	+4%	+$18.6K	0.12%	176
2025 Q1	$447K	Buy	22,596 +2,584	+13%	+$50.3K	0.15%	146
2024 Q4	$367K	Buy	+20,012	New	+$389K	0.12%	153

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Maridea Wealth Management's PDI Position: Q1 2026 in Review

Maridea Wealth Management increased its PIMCO Dynamic Income Fund (PDI) stake by 7.8% in Q1 2026, buying an estimated $33K and bringing the position to 25,410 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #271.

Maridea Wealth Management first reported a position in PDI in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q2 2025. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Maridea Wealth Management held 25,410 shares of PIMCO Dynamic Income Fund worth $435K as of Q1 2026.
Maridea Wealth Management bought 1,835 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $33K.
PIMCO Dynamic Income Fund made up 0.06% of Maridea Wealth Management's portfolio in Q1 2026, its #271 holding.
Maridea Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's PIMCO Dynamic Income Fund position peaked at $448K in Q2 2025.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.