Silverleafe Capital Partners
PDI icon

Silverleafe Capital Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Silverleafe Capital 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
Q3 		– Sell
-13,637
Closed -$228K – 110
2026
Q2 		$228K Buy
13,637
+1,317
+11% +$22.4K 0.06% 92
2026
Q1 		$211K Buy
+12,320
New +$222K 0.06% 95

Other funds holding PDI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Silverleafe Capital Partners's PDI Position: Q3 2026 in Review

Silverleafe Capital Partners sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2026, closing a stake of 13,637 shares — an estimated $228K sold.

Silverleafe Capital Partners first reported a position in PDI in Q1 2026 and held it in 2 quarters. The position peaked at $228K in Q2 2026. 235 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

  • Silverleafe Capital Partners reported no remaining PIMCO Dynamic Income Fund position as of Q3 2026 after selling out during the quarter.
  • Silverleafe Capital Partners sold 13,637 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $228K.
  • Silverleafe Capital Partners first reported a position in PIMCO Dynamic Income Fund in Q1 2026 and held it in 2 quarters.
  • Silverleafe Capital Partners's PIMCO Dynamic Income Fund position peaked at $228K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Silverleafe Capital Partners's 13F filing for Q3 2026, filed 2 Oct 2026.