Salem Investment Counselors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Salem Investment Counselors’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 Q3	–	Sell	-450	Closed	-$7.62K	–	938
2026 Q2	$7.62K	Buy	450 +275	+157%	+$4.67K	﹤0.01%	951
2026 Q1	$3K	Buy	+175	New	+$3.15K	﹤0.01%	1034
2025 Q4	–	Sell	-300	Closed	-$6.01K	–	924
2025 Q3	$6.01K	Hold	300	–	–	﹤0.01%	955
2025 Q2	$5.74K	Buy	+300	New	+$5.58K	﹤0.01%	927
2021 Q1	–	Sell	-2,000	Closed	-$53K	–	897
2020 Q4	$53K	Buy	+2,000	New	+$51.2K	﹤0.01%	426

Other funds holding PDI

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Salem Investment Counselors's PDI Position: Q3 2026 in Review

Salem Investment Counselors sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2026, closing a stake of 450 shares — an estimated $7.62K sold.

Salem Investment Counselors first reported a position in PDI in Q4 2020 and held it in 5 quarters. The position peaked at $53K in Q4 2020. 65 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Salem Investment Counselors reported no remaining PIMCO Dynamic Income Fund position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 450 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $7.62K.
Salem Investment Counselors first reported a position in PIMCO Dynamic Income Fund in Q4 2020 and held it in 5 quarters.
Salem Investment Counselors's PIMCO Dynamic Income Fund position peaked at $53K in Q4 2020.
65 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.