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PSI Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

PSI 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
-3,375
Closed -$66.8K – 508
2025
Q1 		$66.8K Buy
3,375
+175
+5% +$3.41K 0.02% 206
2024
Q4 		$58.7K Buy
3,200
+400
+14% +$7.77K 0.02% 253
2024
Q3 		$56.8K Buy
2,800
+300
+12% +$5.75K 0.02% 255
2024
Q2 		$47K Buy
2,500
+493
+25% +$9.44K 0.01% 268
2024
Q1 		$38.7K Buy
2,007
+399
+25% +$7.58K 0.01% 291
2023
Q4 		$28.8K Buy
1,608
+1,401
+677% +$24.1K 0.01% 347
2023
Q3 		$3.57K Hold
207
– – ﹤0.01% 632
2023
Q2 		$3.87K Sell
207
-498
-71% -$9.06K ﹤0.01% 614
2023
Q1 		$12.7K Buy
705
+580
+464% +$11.4K 0.01% 399
2022
Q4 		$2.31K Buy
+125
New +$2.45K ﹤0.01% 600

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 $2.15B AUM 25.5% 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

PSI Advisors's PDI Position: Q2 2025 in Review

PSI Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2025, closing a stake of 3,375 shares — an estimated $66.8K sold.

PSI Advisors first reported a position in PDI in Q4 2022 and held it in 10 quarters. The position peaked at $66.8K in Q1 2025. 329 funds tracked by Wall St. Rank hold PDI as of Q2 2025.

  • PSI Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 3,375 PIMCO Dynamic Income Fund shares in Q2 2025, an estimated $66.8K.
  • PSI Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and held it in 10 quarters.
  • PSI Advisors's PIMCO Dynamic Income Fund position peaked at $66.8K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.