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Sound Income Strategies’s PIMCO Dynamic Income Fund PDI Stock Holding History

Sound Income Strategies’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 		$206K Buy
12,327
+4,776
+63% +$81.2K 0.01% 467
2026
Q1 		$131K Buy
7,551
+121
+2% +$2.18K 0.01% 520
2025
Q4 		$135K Buy
7,430
+2,158
+41% +$39.6K 0.01% 511
2025
Q3 		$105K Buy
5,272
+1,188
+29% +$23K 0.01% 399
2025
Q2 		$77.5K Sell
4,084
-3,816
-48% -$71K ﹤0.01% 432
2025
Q1 		$156K Buy
7,900
+198
+3% +$3.86K 0.01% 322
2024
Q4 		$141K Buy
7,702
+359
+5% +$6.97K 0.01% 305
2024
Q3 		$149K Buy
7,343
+187
+3% +$3.58K 0.01% 283
2024
Q2 		$135K Buy
7,156
+5,399
+307% +$103K 0.01% 281
2024
Q1 		$33.9K Buy
1,757
+452
+35% +$8.59K ﹤0.01% 486
2023
Q4 		$23.4K Buy
1,305
+29
+2% +$499 ﹤0.01% 564
2023
Q3 		$22K Buy
1,276
+526
+70% +$9.69K ﹤0.01% 423
2023
Q2 		$14.1K Hold
750
– – ﹤0.01% 499
2023
Q1 		$13.5K Sell
750
-92
-11% -$1.8K ﹤0.01% 492
2022
Q4 		$15.6K Buy
842
+92
+12% +$1.81K ﹤0.01% 433
2022
Q3 		$15K Buy
+750
New +$15.8K ﹤0.01% 403
2022
Q2 		– Sell
-1,428
Closed -$35K – 933
2022
Q1 		$35K Buy
1,428
+26
+2% +$639 ﹤0.01% 276
2021
Q4 		$36K Buy
+1,402
New +$36.6K ﹤0.01% 276

Other funds holding PDI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sound Income Strategies's PDI Position: Q2 2026 in Review

Sound Income Strategies increased its PIMCO Dynamic Income Fund (PDI) stake by 63% in Q2 2026, buying an estimated $81.2K and bringing the position to 12,327 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #467.

Sound Income Strategies first reported a position in PDI in Q4 2021 and has held it in 18 quarters since. 287 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Sound Income Strategies held 12,327 shares of PIMCO Dynamic Income Fund worth $206K as of Q2 2026.
  • Sound Income Strategies bought 4,776 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $81.2K.
  • PIMCO Dynamic Income Fund made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #467 holding.
  • Sound Income Strategies first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 18 quarters since.
  • 287 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.