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United Capital Financial Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

United Capital Financial Advisors’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
Q1 		$254K Sell
14,873
-743
-5% -$13.4K ﹤0.01% 1438
2025
Q4 		$277K Buy
15,616
+2,251
+17% +$41.3K ﹤0.01% 1205
2025
Q3 		$265K Buy
+13,365
New +$259K ﹤0.01% 1059
2025
Q2 		– Sell
-16,620
Closed -$329K – 1123
2025
Q1 		$329K Buy
16,620
+5,620
+51% +$109K ﹤0.01% 864
2024
Q4 		$202K Hold
11,000
– – ﹤0.01% 1021
2024
Q3 		$223K Hold
11,000
– – ﹤0.01% 974
2024
Q2 		$207K Sell
11,000
-1,652
-13% -$31.6K ﹤0.01% 970
2024
Q1 		$244K Buy
+12,652
New +$240K ﹤0.01% 948
2020
Q3 		– Sell
-29,770
Closed -$736K – 1214
2020
Q2 		$736K Sell
29,770
-3,123
-9% -$74.5K 0.01% 747
2020
Q1 		$727K Sell
32,893
-8,106
-20% -$243K 0.01% 704
2019
Q4 		$1.33M Sell
40,999
-483
-1% -$15.9K 0.01% 691
2019
Q3 		$1.35M Buy
41,482
+3,094
+8% +$98.5K 0.01% 665
2019
Q2 		$1.23M Buy
38,388
+9,339
+32% +$299K 0.01% 747
2019
Q1 		$931K Buy
29,049
+7,521
+35% +$237K 0.01% 793
2018
Q4 		$628K Buy
21,528
+864
+4% +$26.8K 0.01% 842
2018
Q3 		$692K Buy
20,664
+8,019
+63% +$263K ﹤0.01% 879
2018
Q2 		$403K Buy
12,645
+2,966
+31% +$92.7K ﹤0.01% 992
2018
Q1 		$298K Buy
9,679
+2,721
+39% +$82.3K ﹤0.01% 1098
2017
Q4 		$209K Buy
+6,958
New +$211K ﹤0.01% 1228

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

United Capital Financial Advisors's PDI Position: Q1 2026 in Review

United Capital Financial Advisors reduced its PIMCO Dynamic Income Fund (PDI) stake by 4.8% in Q1 2026, selling an estimated $13.4K and leaving 14,873 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

United Capital Financial Advisors first reported a position in PDI in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2019. 370 funds tracked by Wall St. Rank hold PDI as of Q1 2026.

  • United Capital Financial Advisors held 14,873 shares of PIMCO Dynamic Income Fund worth $254K as of Q1 2026.
  • United Capital Financial Advisors sold 743 PIMCO Dynamic Income Fund shares in Q1 2026, an estimated $13.4K.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1438 holding.
  • United Capital Financial Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2017 and has held it in 19 quarters since.
  • United Capital Financial Advisors's PIMCO Dynamic Income Fund position peaked at $1.35M in Q3 2019.
  • 370 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.