Evelyn Partners Group Ltd’s PIMCO Dynamic Income Fund PDI Stock Holding History

Evelyn Partners Group Ltd’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	$21.6K	Buy	+1,291	New	+$21.9K	﹤0.01%	434

Other funds holding PDI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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 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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evelyn Partners Group Ltd's PDI Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in PIMCO Dynamic Income Fund (PDI) in Q2 2026: 1,291 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

231 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Evelyn Partners Group Ltd held 1,291 shares of PIMCO Dynamic Income Fund worth $21.6K as of Q2 2026.
PIMCO Dynamic Income Fund was a new Evelyn Partners Group Ltd position in Q2 2026.
PIMCO Dynamic Income Fund made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #434 holding.
231 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.