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PFS Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

PFS Partners’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 		$23.5K Buy
+1,375
New +$24.8K 0.01% 263

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 $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS Partners's PDI Position: Q1 2026 in Review

PFS Partners opened a new position in PIMCO Dynamic Income Fund (PDI) in Q1 2026: 1,375 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • PFS Partners held 1,375 shares of PIMCO Dynamic Income Fund worth $23.5K as of Q1 2026.
  • PIMCO Dynamic Income Fund was a new PFS Partners position in Q1 2026.
  • PIMCO Dynamic Income Fund made up 0.01% of PFS Partners's portfolio in Q1 2026, its #263 holding.
  • 370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.