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Seaview Investment Managers’s PIMCO Dynamic Income Fund PDI Stock Holding History

Seaview Investment Managers’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 		$1.16M Buy
69,738
+22,695
+48% +$386K 0.35% 50
2026
Q1 		$805K Buy
47,043
+25,493
+118% +$459K 0.29% 48
2025
Q4 		$382K Buy
+21,550
New +$395K 0.14% 54

Other funds holding PDI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Seaview Investment Managers's PDI Position: Q2 2026 in Review

Seaview Investment Managers increased its PIMCO Dynamic Income Fund (PDI) stake by 48% in Q2 2026, buying an estimated $386K and bringing the position to 69,738 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #50.

Seaview Investment Managers first reported a position in PDI in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Seaview Investment Managers held 69,738 shares of PIMCO Dynamic Income Fund worth $1.16M as of Q2 2026.
  • Seaview Investment Managers bought 22,695 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $386K.
  • PIMCO Dynamic Income Fund made up 0.35% of Seaview Investment Managers's portfolio in Q2 2026, its #50 holding.
  • Seaview Investment Managers first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.