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

Regal 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
2026
Q2 		$241K Buy
14,455
+1,120
+8% +$19K 0.01% 617
2026
Q1 		$228K Buy
+13,335
New +$240K 0.01% 600
2024
Q2 		– Sell
-11,767
Closed -$227K – 598
2024
Q1 		$227K Buy
11,767
+37
+0.3% +$703 0.02% 525
2023
Q4 		$211K Buy
11,730
+1,725
+17% +$29.7K 0.02% 500
2023
Q3 		$173K Buy
+10,005
New +$184K 0.01% 474
2023
Q1 		– Sell
-13,184
Closed -$244K – 543
2022
Q4 		$244K Buy
13,184
+165
+1% +$3.24K 0.02% 418
2022
Q3 		$252K Sell
13,019
-2,075
-14% -$43.7K 0.03% 398
2022
Q2 		$315K Sell
15,094
-43
-0.3% -$954 0.03% 365
2022
Q1 		$369K Sell
15,137
-1,708
-10% -$42K 0.03% 360
2021
Q4 		$436K Buy
16,845
+6,287
+60% +$164K 0.04% 354
2021
Q3 		$281K Buy
10,558
+200
+2% +$5.61K 0.03% 437
2021
Q2 		$298K Buy
+10,358
New +$299K 0.03% 425
2021
Q1 		– Sell
-10,438
Closed -$276K – 308
2020
Q4 		$276K Buy
+10,438
New +$267K 0.03% 378
2020
Q3 		– Sell
-10,358
Closed -$256K – 195
2020
Q2 		$256K Buy
+10,358
New +$247K 0.05% 265
2020
Q1 		– Sell
-10,208
Closed -$331K – 225
2019
Q4 		$331K Buy
10,208
+300
+3% +$9.9K 0.06% 252
2019
Q3 		$322K Hold
9,908
– – 0.06% 243
2019
Q2 		$319K Hold
9,908
– – 0.06% 241
2019
Q1 		$318K Buy
9,908
+155
+2% +$4.89K 0.06% 238
2018
Q4 		$285K Sell
9,753
-253
-3% -$7.85K 0.06% 254
2018
Q3 		$335K Buy
+10,006
New +$328K 0.07% 227
2018
Q2 		– Sell
-9,539
Closed -$294K – 301
2018
Q1 		$294K Buy
+9,539
New +$288K 0.07% 234

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

Regal Investment Advisors's PDI Position: Q2 2026 in Review

Regal Investment Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 8.4% in Q2 2026, buying an estimated $19K and bringing the position to 14,455 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #617.

Regal Investment Advisors first reported a position in PDI in Q1 2018 and has held it in 21 quarters since. The position peaked at $436K in Q4 2021. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Regal Investment Advisors held 14,455 shares of PIMCO Dynamic Income Fund worth $241K as of Q2 2026.
  • Regal Investment Advisors bought 1,120 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $19K.
  • PIMCO Dynamic Income Fund made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #617 holding.
  • Regal Investment Advisors first reported a position in PIMCO Dynamic Income Fund in Q1 2018 and has held it in 21 quarters since.
  • Regal Investment Advisors's PIMCO Dynamic Income Fund position peaked at $436K in Q4 2021.
  • 375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.