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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
+2,300
+7% +$39.1K 0.42% 32
2026
Q1 		$531K Sell
31,020
-1,397
-4% -$25.2K 0.46% 33
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
+1,133
+6% +$22.2K 0.35% 49
2022
Q4 		$372K Sell
20,145
-417
-2% -$8.18K 0.72% 43
2022
Q3 		$398K Buy
20,562
+633
+3% +$13.3K 0.84% 40
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Ramiah Investment Group increased its PIMCO Dynamic Income Fund (PDI) stake by 7.4% in Q2 2026, buying an estimated $39.1K and bringing the position to 33,320 shares worth $556K. The position accounts for 0.42% of the portfolio, ranked #32.

Ramiah Investment Group first reported a position in PDI in Q1 2022 and has held it in 18 quarters since. The position peaked at $711K in Q3 2024. 375 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.
  • Ramiah Investment Group bought 2,300 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $39.1K.
  • 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 18 quarters since.
  • Ramiah Investment Group's PIMCO Dynamic Income Fund position peaked at $711K in Q3 2024.
  • 375 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.