Mezzasalma Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Mezzasalma 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	$196K	Sell	11,458 -1,331	-10%	-$24K	0.05%	153
2025 Q4	$229K	Sell	12,789 -49,945	-80%	-$916K	0.06%	147
2025 Q3	$1.24M	Buy	62,734 +46,563	+288%	+$903K	0.32%	50
2025 Q2	$307K	Buy	16,171 +547	+4%	+$10.2K	0.09%	114
2025 Q1	$309K	Buy	15,624 +524	+3%	+$10.2K	0.11%	113
2024 Q4	$277K	Buy	+15,100	New	+$293K	0.09%	119

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

Mezzasalma Advisors's PDI Position: Q1 2026 in Review

Mezzasalma Advisors reduced its PIMCO Dynamic Income Fund (PDI) stake by 10% in Q1 2026, selling an estimated $24K and leaving 11,458 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #153.

Mezzasalma Advisors first reported a position in PDI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2025. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

Mezzasalma Advisors held 11,458 shares of PIMCO Dynamic Income Fund worth $196K as of Q1 2026.
Mezzasalma Advisors sold 1,331 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $24K.
PIMCO Dynamic Income Fund made up 0.05% of Mezzasalma Advisors's portfolio in Q1 2026, its #153 holding.
Mezzasalma Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and has held it in 6 quarters since.
Mezzasalma Advisors's PIMCO Dynamic Income Fund position peaked at $1.24M in Q3 2025.
370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.