Significant Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Significant Wealth Partners’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	$1.03M	Buy	61,593 +1,131	+2%	+$19.2K	1.11%	28
2026 Q1	$1.03M	Buy	+60,462	New	+$1.09M	1.27%	26
2024 Q2	–	Sell	-77,854	Closed	-$1.5M	–	132
2024 Q1	$1.5M	Sell	77,854 -143,964	-65%	-$2.74M	0.99%	32
2023 Q4	$3.98M	Buy	+221,818	New	+$3.82M	2.9%	5

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

Significant Wealth Partners's PDI Position: Q2 2026 in Review

Significant Wealth Partners increased its PIMCO Dynamic Income Fund (PDI) stake by 1.9% in Q2 2026, buying an estimated $19.2K and bringing the position to 61,593 shares worth $1.03M. The position accounts for 1.11% of the portfolio, ranked #28.

Significant Wealth Partners first reported a position in PDI in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.98M in Q4 2023. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Significant Wealth Partners held 61,593 shares of PIMCO Dynamic Income Fund worth $1.03M as of Q2 2026.
Significant Wealth Partners bought 1,131 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $19.2K.
PIMCO Dynamic Income Fund made up 1.11% of Significant Wealth Partners's portfolio in Q2 2026, its #28 holding.
Significant Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q4 2023 and has held it in 4 quarters since.
Significant Wealth Partners's PIMCO Dynamic Income Fund position peaked at $3.98M in Q4 2023.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.