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Oxinas Partners Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Oxinas Partners Wealth Management’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 		$420K Buy
25,137
+1,064
+4% +$18.1K 0.17% 95
2026
Q1 		$412K Buy
24,073
+12,574
+109% +$226K 0.19% 90
2025
Q4 		$204K Sell
11,499
-158
-1% -$2.9K 0.1% 130
2025
Q3 		$231K Sell
11,657
-189
-2% -$3.67K 0.12% 115
2025
Q2 		$225K Buy
+11,846
New +$220K 0.12% 116

Other funds holding PDI

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Oxinas Partners Wealth Management's PDI Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its PIMCO Dynamic Income Fund (PDI) stake by 4.4% in Q2 2026, buying an estimated $18.1K and bringing the position to 25,137 shares worth $420K. The position accounts for 0.17% of the portfolio, ranked #95.

Oxinas Partners Wealth Management first reported a position in PDI in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Oxinas Partners Wealth Management held 25,137 shares of PIMCO Dynamic Income Fund worth $420K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 1,064 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $18.1K.
  • PIMCO Dynamic Income Fund made up 0.17% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Oxinas Partners Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.