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SageView Advisory Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

SageView Advisory 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
Q1 		– Sell
-4,168
Closed -$73.8K – 1890
2025
Q4 		$73.8K Buy
+4,168
New +$76.5K ﹤0.01% 929

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's PDI Position: Q1 2026 in Review

SageView Advisory Group sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2026, closing a stake of 4,168 shares — an estimated $73.8K sold.

SageView Advisory Group first reported a position in PDI in Q4 2025 and held it in 1 quarter. The position peaked at $73.8K in Q4 2025. 373 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • SageView Advisory Group reported no remaining PIMCO Dynamic Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,168 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $73.8K.
  • SageView Advisory Group first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's PIMCO Dynamic Income Fund position peaked at $73.8K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.