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Visionary Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Visionary Wealth 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
2025
Q4 		– Sell
-11,871
Closed -$235K – 626
2025
Q3 		$235K Buy
11,871
+31
+0.3% +$601 0.01% 542
2025
Q2 		$225K Buy
11,840
+249
+2% +$4.63K 0.01% 527
2025
Q1 		$230K Buy
11,591
+56
+0.5% +$1.09K 0.01% 496
2024
Q4 		$212K Buy
11,535
+53
+0.5% +$1.03K 0.01% 505
2024
Q3 		$233K Buy
11,482
+43
+0.4% +$824 0.01% 488
2024
Q2 		$215K Sell
11,439
-1,764
-13% -$33.8K 0.01% 483
2024
Q1 		$255K Buy
13,203
+1,711
+15% +$32.5K 0.02% 428
2023
Q4 		$206K Sell
11,492
-75
-0.6% -$1.29K 0.02% 455
2023
Q3 		$200K Sell
11,567
-2,155
-16% -$39.7K 0.02% 428
2023
Q2 		$257K Buy
13,722
+648
+5% +$11.8K 0.02% 392
2023
Q1 		$236K Sell
13,074
-200
-2% -$3.92K 0.02% 393
2022
Q4 		$245K Sell
13,274
-625
-4% -$12.3K 0.02% 365
2022
Q3 		$269K Sell
13,899
-3,186
-19% -$67K 0.03% 319
2022
Q2 		$357K Sell
17,085
-624
-4% -$13.8K 0.03% 297
2022
Q1 		$432K Buy
17,709
+4,260
+32% +$105K 0.03% 273
2021
Q4 		$348K Buy
+13,449
New +$351K 0.03% 272

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Visionary Wealth Advisors's PDI Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2025, closing a stake of 11,871 shares — an estimated $235K sold.

Visionary Wealth Advisors first reported a position in PDI in Q4 2021 and held it in 16 quarters. The position peaked at $432K in Q1 2022. 355 funds tracked by Wall St. Rank hold PDI as of Q4 2025.

  • Visionary Wealth Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,871 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $235K.
  • Visionary Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and held it in 16 quarters.
  • Visionary Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $432K in Q1 2022.
  • 355 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.