United Advisor Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

United Advisor Group’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	$291K	Buy	17,399 +181	+1%	+$3.08K	0.03%	432
2026 Q1	$295K	Buy	17,218 +1,264	+8%	+$22.8K	0.04%	396
2025 Q4	$283K	Buy	15,954 +150	+0.9%	+$2.75K	0.04%	388
2025 Q3	$313K	Sell	15,804 -521	-3%	-$10.1K	0.04%	348
2025 Q2	$310K	Buy	16,325 +869	+6%	+$16.2K	0.05%	307
2025 Q1	$306K	Sell	15,456 -121	-0.8%	-$2.36K	0.06%	273
2024 Q4	$286K	Sell	15,577 -357	-2%	-$6.93K	0.06%	302
2024 Q3	$323K	Buy	15,934 +1,887	+13%	+$36.2K	0.07%	264
2024 Q2	$264K	Buy	+14,047	New	+$269K	0.08%	219

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

United Advisor Group's PDI Position: Q2 2026 in Review

United Advisor Group increased its PIMCO Dynamic Income Fund (PDI) stake by 1.1% in Q2 2026, buying an estimated $3.08K and bringing the position to 17,399 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #432.

United Advisor Group first reported a position in PDI in Q2 2024 and has held it in 9 quarters since. The position peaked at $323K in Q3 2024. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

United Advisor Group held 17,399 shares of PIMCO Dynamic Income Fund worth $291K as of Q2 2026.
United Advisor Group bought 181 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $3.08K.
PIMCO Dynamic Income Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #432 holding.
United Advisor Group first reported a position in PIMCO Dynamic Income Fund in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's PIMCO Dynamic Income Fund position peaked at $323K in Q3 2024.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.