Triumph Capital Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Triumph Capital 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 Q3	$226K	Buy	16,095 +1,709	+12%	+$26.5K	0.04%	350
2026 Q2	$240K	Buy	14,386 +907	+7%	+$15.4K	0.04%	332
2026 Q1	$233K	Sell	13,479 -42,360	-76%	-$763K	0.05%	310
2025 Q4	$989K	Sell	55,839 -9,301	-14%	-$171K	0.21%	102
2025 Q3	$1.29M	Buy	65,140 +2,341	+4%	+$45.4K	0.35%	71
2025 Q2	$1.19M	Buy	62,799 +13,476	+27%	+$251K	0.36%	66
2025 Q1	$977K	Buy	49,323 +4,972	+11%	+$96.8K	0.33%	73
2024 Q4	$813K	Buy	44,351 +20,949	+90%	+$407K	0.28%	88
2024 Q3	$485K	Sell	23,402 -3,905	-14%	-$74.8K	0.17%	139
2024 Q2	$514K	Buy	+27,307	New	+$523K	0.2%	118

Other funds holding PDI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Triumph Capital Management's PDI Position: Q3 2026 in Review

Triumph Capital Management increased its PIMCO Dynamic Income Fund (PDI) stake by 12% in Q3 2026, buying an estimated $26.5K and bringing the position to 16,095 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #350.

Triumph Capital Management first reported a position in PDI in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2025. 230 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Triumph Capital Management held 16,095 shares of PIMCO Dynamic Income Fund worth $226K as of Q3 2026.
Triumph Capital Management bought 1,709 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $26.5K.
PIMCO Dynamic Income Fund made up 0.04% of Triumph Capital Management's portfolio in Q3 2026, its #350 holding.
Triumph Capital Management first reported a position in PIMCO Dynamic Income Fund in Q2 2024 and has held it in 10 quarters since.
Triumph Capital Management's PIMCO Dynamic Income Fund position peaked at $1.29M in Q3 2025.
230 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.