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Planning Directions’s PIMCO Dynamic Income Fund PDI Stock Holding History

Planning Directions’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
2025
Q2 		– Sell
-20,369
Closed -$403K – 102
2025
Q1 		$403K Buy
+20,369
New +$397K 0.17% 75

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planning Directions's PDI Position: Q2 2025 in Review

Planning Directions sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2025, closing a stake of 20,369 shares — an estimated $403K sold.

Planning Directions first reported a position in PDI in Q1 2025 and held it in 1 quarter. The position peaked at $403K in Q1 2025. 329 funds tracked by Wall St. Rank hold PDI as of Q2 2025.

  • Planning Directions reported no remaining PIMCO Dynamic Income Fund position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 20,369 PIMCO Dynamic Income Fund shares in Q2 2025, an estimated $403K.
  • Planning Directions first reported a position in PIMCO Dynamic Income Fund in Q1 2025 and held it in 1 quarter.
  • Planning Directions's PIMCO Dynamic Income Fund position peaked at $403K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.