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

Merkkuri 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 Q1	$271K	Hold	15,839	–	–	0.18%	72
2025 Q4	$281K	Hold	15,839	–	–	0.19%	72
2025 Q3	$314K	Hold	15,839	–	–	0.23%	67
2025 Q2	$300K	Sell	15,839 -13,280	-46%	-$247K	0.23%	71
2025 Q1	$577K	Hold	29,119	–	–	0.49%	48
2024 Q4	$534K	Hold	29,119	–	–	0.42%	53
2024 Q3	$590K	Buy	29,119 +15,981	+122%	+$306K	0.47%	51
2024 Q2	$247K	Buy	+13,138	New	+$251K	0.23%	72

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

Merkkuri Wealth Advisors's PDI Position: Q1 2026 in Review

Merkkuri Wealth Advisors held its PIMCO Dynamic Income Fund (PDI) position steady in Q1 2026 at 15,839 shares worth $271K. The position accounts for 0.18% of the portfolio, ranked #72.

Merkkuri Wealth Advisors first reported a position in PDI in Q2 2024 and has held it in 8 quarters since. The position peaked at $590K in Q3 2024. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Merkkuri Wealth Advisors held 15,839 shares of PIMCO Dynamic Income Fund worth $271K as of Q1 2026.
Merkkuri Wealth Advisors left its PIMCO Dynamic Income Fund share count unchanged in Q1 2026.
PIMCO Dynamic Income Fund made up 0.18% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Merkkuri Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $590K in Q3 2024.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

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