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Syverson Strege & Co’s PIMCO Dynamic Income Fund PDI Stock Holding History

Syverson Strege & Co’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
Q1 		$238K Buy
13,881
+444
+3% +$7.99K 0.06% 147
2025
Q4 		$238K Buy
13,437
+151
+1% +$2.77K 0.06% 144
2025
Q3 		$263K Buy
13,286
+395
+3% +$7.66K 0.06% 131
2025
Q2 		$245K Buy
12,891
+386
+3% +$7.18K 0.06% 140
2025
Q1 		$248K Buy
12,505
+369
+3% +$7.19K 0.08% 69
2024
Q4 		$223K Buy
12,136
+350
+3% +$6.8K 0.07% 71
2024
Q3 		$239K Sell
11,786
-3,918
-25% -$75.1K 0.08% 60
2024
Q2 		$295K Buy
15,704
+334
+2% +$6.39K 0.1% 62
2024
Q1 		$296K Buy
15,370
+1,249
+9% +$23.7K 0.11% 55
2023
Q4 		$253K Buy
14,121
+305
+2% +$5.25K 0.1% 59
2023
Q3 		$239K Sell
13,816
-381
-3% -$7.02K 0.11% 52
2023
Q2 		$266K Buy
14,197
+317
+2% +$5.77K 0.11% 51
2023
Q1 		$250K Buy
13,880
+1,453
+12% +$28.5K 0.11% 53
2022
Q4 		$230K Sell
12,427
-729
-6% -$14.3K 0.1% 59
2022
Q3 		$255K Buy
13,156
+163
+1% +$3.43K 0.13% 57
2022
Q2 		$271K Buy
12,993
+2,133
+20% +$47.3K 0.1% 58
2022
Q1 		$265K Buy
10,860
+530
+5% +$13K 0.29% 52
2021
Q4 		$268K Buy
10,330
+5,657
+121% +$148K 0.2% 53
2021
Q3 		$124K Sell
4,673
-1,944
-29% -$54.5K 0.1% 90
2021
Q2 		$191K Sell
6,617
-9,989
-60% -$288K 0.17% 56
2021
Q1 		$467K Buy
16,606
+700
+4% +$19.1K 0.49% 35
2020
Q4 		$420K Buy
+15,906
New +$407K 0.4% 36

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Syverson Strege & Co's PDI Position: Q1 2026 in Review

Syverson Strege & Co increased its PIMCO Dynamic Income Fund (PDI) stake by 3.3% in Q1 2026, buying an estimated $7.99K and bringing the position to 13,881 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #147.

Syverson Strege & Co first reported a position in PDI in Q4 2020 and has held it in 22 quarters since. The position peaked at $467K in Q1 2021. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • Syverson Strege & Co held 13,881 shares of PIMCO Dynamic Income Fund worth $238K as of Q1 2026.
  • Syverson Strege & Co bought 444 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $7.99K.
  • PIMCO Dynamic Income Fund made up 0.06% of Syverson Strege & Co's portfolio in Q1 2026, its #147 holding.
  • Syverson Strege & Co first reported a position in PIMCO Dynamic Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's PIMCO Dynamic Income Fund position peaked at $467K in Q1 2021.
  • 370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.