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Moisand Fitzgerald Tamayo’s PIMCO Dynamic Income Fund PDI Stock Holding History

Moisand Fitzgerald Tamayo’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 		$30.7K Hold
1,840
– – ﹤0.01% 246
2026
Q1 		$31.5K Hold
1,840
– – ﹤0.01% 238
2025
Q4 		$32.6K Hold
1,840
– – ﹤0.01% 237
2025
Q3 		$36.4K Hold
1,840
– – ﹤0.01% 230
2025
Q2 		$34.9K Hold
1,840
– – ﹤0.01% 231
2025
Q1 		$36.4K Sell
1,840
-4,371
-70% -$85.1K 0.01% 219
2024
Q4 		$114K Hold
6,211
– – 0.02% 134
2024
Q3 		$126K Buy
6,211
+4,371
+238% +$83.8K 0.02% 133
2024
Q2 		$34.6K Hold
1,840
– – 0.01% 206
2024
Q1 		$35.5K Hold
1,840
– – 0.01% 203
2023
Q4 		$33K Hold
1,840
– – 0.01% 211
2023
Q3 		$31.8K Hold
1,840
– – 0.01% 214
2023
Q2 		$34.5K Hold
1,840
– – 0.01% 202
2023
Q1 		$33.2K Hold
1,840
– – 0.01% 216
2022
Q4 		$34K Buy
+1,840
New +$36.1K 0.01% 201

Other funds holding PDI

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PDI Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its PIMCO Dynamic Income Fund (PDI) position steady in Q2 2026 at 1,840 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Moisand Fitzgerald Tamayo first reported a position in PDI in Q4 2022 and has held it in 15 quarters since. The position peaked at $126K in Q3 2024. 93 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 1,840 shares of PIMCO Dynamic Income Fund worth $30.7K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its PIMCO Dynamic Income Fund share count unchanged in Q2 2026.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #246 holding.
  • Moisand Fitzgerald Tamayo first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Moisand Fitzgerald Tamayo's PIMCO Dynamic Income Fund position peaked at $126K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.