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 Q2	$766K	Buy	45,854 +20,444	+80%	+$348K	0.08%	228
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 $1.89T 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

Maridea Wealth Management's PDI Position: Q2 2026 in Review

Maridea Wealth Management increased its PIMCO Dynamic Income Fund (PDI) stake by 80% in Q2 2026, buying an estimated $348K and bringing the position to 45,854 shares worth $766K. The position accounts for 0.08% of the portfolio, ranked #228.

Maridea Wealth Management first reported a position in PDI in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Maridea Wealth Management held 45,854 shares of PIMCO Dynamic Income Fund worth $766K as of Q2 2026.
Maridea Wealth Management bought 20,444 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $348K.
PIMCO Dynamic Income Fund made up 0.08% of Maridea Wealth Management's portfolio in Q2 2026, its #228 holding.
Maridea Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.