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TopTier Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

TopTier Wealth Management’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 		$217K Sell
13,021
-4,000
-24% -$68K 0.13% 126
2026
Q1 		$291K Hold
17,021
– – 0.18% 101
2025
Q4 		$301K Buy
+17,021
New +$312K 0.2% 100

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
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

TopTier Wealth Management's PDI Position: Q2 2026 in Review

TopTier Wealth Management reduced its PIMCO Dynamic Income Fund (PDI) stake by 24% in Q2 2026, selling an estimated $68K and leaving 13,021 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #126.

TopTier Wealth Management first reported a position in PDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • TopTier Wealth Management held 13,021 shares of PIMCO Dynamic Income Fund worth $217K as of Q2 2026.
  • TopTier Wealth Management sold 4,000 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $68K.
  • PIMCO Dynamic Income Fund made up 0.13% of TopTier Wealth Management's portfolio in Q2 2026, its #126 holding.
  • TopTier Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • TopTier Wealth Management's PIMCO Dynamic Income Fund position peaked at $301K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

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