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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

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

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. 68 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.
  • 68 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.