Medallion Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Medallion Wealth Advisors’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	$97.8K	Buy	5,859 +220	+4%	+$3.74K	0.03%	353
2026 Q1	$96.5K	Buy	5,639 +201	+4%	+$3.62K	0.03%	364
2025 Q4	$96.3K	Buy	5,438 +797	+17%	+$14.6K	0.03%	364
2025 Q3	$91.9K	Buy	4,641 +104	+2%	+$2.02K	0.03%	363
2025 Q2	$86.5K	Buy	4,537 +421	+10%	+$7.83K	0.03%	370
2025 Q1	$81.5K	Buy	4,116 +1,329	+48%	+$25.9K	0.04%	341
2024 Q4	$51.1K	Buy	+2,787	New	+$54.1K	0.03%	400

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

Medallion Wealth Advisors's PDI Position: Q2 2026 in Review

Medallion Wealth Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 3.9% in Q2 2026, buying an estimated $3.74K and bringing the position to 5,859 shares worth $97.8K. The position accounts for 0.03% of the portfolio, ranked #353.

Medallion Wealth Advisors first reported a position in PDI in Q4 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Medallion Wealth Advisors held 5,859 shares of PIMCO Dynamic Income Fund worth $97.8K as of Q2 2026.
Medallion Wealth Advisors bought 220 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $3.74K.
PIMCO Dynamic Income Fund made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #353 holding.
Medallion Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
376 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.