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Mount Yale Investment Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Mount Yale Investment 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 		$213K Buy
12,279
+18
+0.1% +$324 ﹤0.01% 1032
2025
Q4 		$220K Buy
12,261
+420
+4% +$7.71K 0.01% 671
2025
Q3 		$237K Buy
+11,841
New +$230K 0.02% 587

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mount Yale Investment Advisors's PDI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 0.15% in Q1 2026, buying an estimated $324 and bringing the position to 12,279 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Mount Yale Investment Advisors first reported a position in PDI in Q3 2025 and has held it in 3 quarters since. The position peaked at $237K in Q3 2025. 371 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • Mount Yale Investment Advisors held 12,279 shares of PIMCO Dynamic Income Fund worth $213K as of Q1 2026.
  • Mount Yale Investment Advisors bought 18 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $324.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1032 holding.
  • Mount Yale Investment Advisors first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's PIMCO Dynamic Income Fund position peaked at $237K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.