Scheeler Financial’s PIMCO Dynamic Income Fund PDI Stock Holding History

Scheeler Financial’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	$617K	Buy	+43,977	New	+$683K	0.47%	28

Other funds holding PDI

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Scheeler Financial's PDI Position: Q3 2026 in Review

Scheeler Financial opened a new position in PIMCO Dynamic Income Fund (PDI) in Q3 2026: 43,977 shares worth $617K. The stake represents 0.47% of the portfolio and ranks #28 among its holdings.

123 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Scheeler Financial held 43,977 shares of PIMCO Dynamic Income Fund worth $617K as of Q3 2026.
PIMCO Dynamic Income Fund was a new Scheeler Financial position in Q3 2026.
PIMCO Dynamic Income Fund made up 0.47% of Scheeler Financial's portfolio in Q3 2026, its #28 holding.
123 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.