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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
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

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Triumph Capital Management's PDI Position: Q2 2026 in Review

Triumph Capital Management increased its PIMCO Dynamic Income Fund (PDI) stake by 6.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 14,386 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #332.

Triumph Capital Management first reported a position in PDI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2025. 86 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • Triumph Capital Management held 14,386 shares of PIMCO Dynamic Income Fund worth $240K as of Q2 2026.
  • Triumph Capital Management bought 907 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $15.4K.
  • PIMCO Dynamic Income Fund made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #332 holding.
  • Triumph Capital Management first reported a position in PIMCO Dynamic Income Fund in Q2 2024 and has held it in 9 quarters since.
  • Triumph Capital Management's PIMCO Dynamic Income Fund position peaked at $1.29M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.