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Ramiah Investment Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Ramiah Investment Group’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 		$556K Buy
+33,320
New +$566K 0.42% 32
2026
Q1 		– Sell
-32,417
Closed -$574K – 56
2025
Q4 		$574K Buy
32,417
+6,151
+23% +$113K 0.5% 32
2025
Q3 		$520K Sell
26,266
-1,258
-5% -$24.4K 0.46% 37
2025
Q2 		$522K Buy
27,524
+432
+2% +$8.04K 0.56% 31
2025
Q1 		$536K Sell
27,092
-9,491
-26% -$185K 0.51% 24
2024
Q4 		$671K Buy
36,583
+1,530
+4% +$29.7K 0.61% 26
2024
Q3 		$711K Buy
35,053
+4,081
+13% +$78.2K 0.67% 28
2024
Q2 		$583K Buy
30,972
+2,691
+10% +$51.5K 0.57% 47
2024
Q1 		$546K Buy
28,281
+1,354
+5% +$25.7K 0.51% 48
2023
Q4 		$483K Buy
26,927
+2,047
+8% +$35.2K 0.46% 50
2023
Q3 		$430K Buy
24,880
+1,907
+8% +$35.1K 0.45% 46
2023
Q2 		$431K Buy
22,973
+1,695
+8% +$30.8K 0.42% 47
2023
Q1 		$383K Buy
+21,278
New +$417K 0.35% 49
2022
Q3 		– Sell
-19,929
Closed -$416K – 59
2022
Q2 		$416K Sell
19,929
-385
-2% -$8.54K 0.34% 48
2022
Q1 		$495K Buy
+20,314
New +$500K 0.34% 45

Other funds holding PDI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Ramiah Investment Group's PDI Position: Q2 2026 in Review

Ramiah Investment Group opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 33,320 shares worth $556K. The stake represents 0.42% of the portfolio and ranks #32 among its holdings. This is a return to the name: Ramiah Investment Group previously reported a position in PDI as recently as Q4 2025.

Ramiah Investment Group first reported a position in PDI in Q1 2022 and has held it in 15 quarters since. The position peaked at $711K in Q3 2024. 79 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Ramiah Investment Group held 33,320 shares of PIMCO Dynamic Income Fund worth $556K as of Q2 2026.
  • PIMCO Dynamic Income Fund was a new Ramiah Investment Group position in Q2 2026.
  • PIMCO Dynamic Income Fund made up 0.42% of Ramiah Investment Group's portfolio in Q2 2026, its #32 holding.
  • Ramiah Investment Group first reported a position in PIMCO Dynamic Income Fund in Q1 2022 and has held it in 15 quarters since.
  • Ramiah Investment Group's PIMCO Dynamic Income Fund position peaked at $711K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.