Signature Estate & Investment Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Signature Estate & Investment Advisors’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	$761K	Buy	45,582 +93	+0.2%	+$1.58K	0.01%	349
2026 Q1	$778K	Sell	45,489 -2,111	-4%	-$38K	0.02%	325
2025 Q4	$843K	Buy	47,600 +13,808	+41%	+$253K	0.02%	286
2025 Q3	$669K	Buy	33,792 +4,816	+17%	+$93.4K	0.01%	328
2025 Q2	$550K	Buy	+28,976	New	+$539K	0.01%	349
2022 Q4	–	Sell	-10,237	Closed	-$198K	–	187
2022 Q3	$198K	Buy	+10,237	New	+$215K	0.01%	161
2022 Q2	–	Sell	-13,938	Closed	-$340K	–	181
2022 Q1	$340K	Buy	+13,938	New	+$343K	0.02%	128

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

Signature Estate & Investment Advisors's PDI Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 0.2% in Q2 2026, buying an estimated $1.58K and bringing the position to 45,582 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #349.

Signature Estate & Investment Advisors first reported a position in PDI in Q1 2022 and has held it in 7 quarters since. The position peaked at $843K in Q4 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Signature Estate & Investment Advisors held 45,582 shares of PIMCO Dynamic Income Fund worth $761K as of Q2 2026.
Signature Estate & Investment Advisors bought 93 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $1.58K.
PIMCO Dynamic Income Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #349 holding.
Signature Estate & Investment Advisors first reported a position in PIMCO Dynamic Income Fund in Q1 2022 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's PIMCO Dynamic Income Fund position peaked at $843K in Q4 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.