Salomon & Ludwin’s PIMCO Dynamic Income Fund PDI Stock Holding History

Salomon & Ludwin’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	$5.88K	Hold	352	–	–	﹤0.01%	1771
2026 Q1	$6.13K	Hold	352	–	–	﹤0.01%	1705
2025 Q4	$6.35K	Hold	352	–	–	﹤0.01%	1687
2025 Q3	$6.99K	Hold	352	–	–	﹤0.01%	1558
2025 Q2	$6.71K	Hold	352	–	–	﹤0.01%	530
2025 Q1	$6.97K	Hold	352	–	–	﹤0.01%	494
2024 Q4	$6.46K	Hold	352	–	–	﹤0.01%	489
2024 Q3	$7.13K	Hold	352	–	–	﹤0.01%	494
2024 Q2	$6.62K	Hold	352	–	–	﹤0.01%	500
2024 Q1	$6.79K	Hold	352	–	–	﹤0.01%	596
2023 Q4	$6.08K	Hold	352	–	–	﹤0.01%	557
2023 Q3	$6.08K	Buy	+352	New	+$6.49K	﹤0.01%	555

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Salomon & Ludwin's PDI Position: Q2 2026 in Review

Salomon & Ludwin held its PIMCO Dynamic Income Fund (PDI) position steady in Q2 2026 at 352 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Salomon & Ludwin first reported a position in PDI in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.13K in Q3 2024. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Salomon & Ludwin held 352 shares of PIMCO Dynamic Income Fund worth $5.88K as of Q2 2026.
Salomon & Ludwin left its PIMCO Dynamic Income Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1771 holding.
Salomon & Ludwin first reported a position in PIMCO Dynamic Income Fund in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's PIMCO Dynamic Income Fund position peaked at $7.13K in Q3 2024.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.