Pension & Wealth Management Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Pension & Wealth Management 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 Q2	$45.6K	Buy	+2,730	New	+$46.4K	0.01%	333

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pension & Wealth Management Advisors's PDI Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 2,730 shares worth $45.6K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

358 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Pension & Wealth Management Advisors held 2,730 shares of PIMCO Dynamic Income Fund worth $45.6K as of Q2 2026.
PIMCO Dynamic Income Fund was a new Pension & Wealth Management Advisors position in Q2 2026.
PIMCO Dynamic Income Fund made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #333 holding.
358 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.