Walkner Condon Financial Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Walkner Condon 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
2025 Q1	–	Sell	-35,891	Closed	-$658K	–	290
2024 Q4	$658K	Buy	+35,891	New	+$697K	0.13%	127

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.15B AUM 25.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Walkner Condon Financial Advisors's PDI Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2025, closing a stake of 35,891 shares — an estimated $658K sold.

Walkner Condon Financial Advisors first reported a position in PDI in Q4 2024 and held it in 1 quarter. The position peaked at $658K in Q4 2024. 318 funds tracked by Wall St. Rank hold PDI as of Q1 2025.

Walkner Condon Financial Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q1 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 35,891 PIMCO Dynamic Income Fund shares in Q1 2025, an estimated $658K.
Walkner Condon Financial Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and held it in 1 quarter.
Walkner Condon Financial Advisors's PIMCO Dynamic Income Fund position peaked at $658K in Q4 2024.
318 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.