Prime Capital Investment Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Prime Capital 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
2025 Q2	–	Sell	-142,302	Closed	-$2.82M	–	1073
2025 Q1	$2.82M	Buy	+142,302	New	+$2.77M	0.03%	308
2024 Q2	–	Sell	-119,959	Closed	-$2.31M	–	1006
2024 Q1	$2.31M	Buy	119,959 +84,522	+239%	+$1.61M	0.03%	320
2023 Q4	$636K	Buy	35,437 +15,649	+79%	+$269K	0.01%	523
2023 Q3	$342K	Buy	19,788 +2,922	+17%	+$53.8K	0.01%	552
2023 Q2	$316K	Buy	+16,866	New	+$307K	0.01%	587

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prime Capital Investment Advisors's PDI Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2025, closing a stake of 142,302 shares — an estimated $2.82M sold.

Prime Capital Investment Advisors first reported a position in PDI in Q2 2023 and held it in 5 quarters. The position peaked at $2.82M in Q1 2025. 329 funds tracked by Wall St. Rank hold PDI as of Q2 2025.

Prime Capital Investment Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 142,302 PIMCO Dynamic Income Fund shares in Q2 2025, an estimated $2.82M.
Prime Capital Investment Advisors first reported a position in PIMCO Dynamic Income Fund in Q2 2023 and held it in 5 quarters.
Prime Capital Investment Advisors's PIMCO Dynamic Income Fund position peaked at $2.82M in Q1 2025.
329 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.