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

WCG 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
2026 Q2	$452K	Buy	27,039 +1	+0%	+$17	0.01%	507
2026 Q1	$463K	Buy	27,038 +976	+4%	+$17.6K	0.01%	468
2025 Q4	$462K	Sell	26,062 -174	-0.7%	-$3.19K	0.01%	452
2025 Q3	$519K	Sell	26,236 -160	-0.6%	-$3.1K	0.03%	290
2025 Q2	$501K	Buy	26,396 +9,968	+61%	+$185K	0.03%	290
2025 Q1	$325K	Buy	+16,428	New	+$320K	0.02%	265

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

WCG Wealth Advisors's PDI Position: Q2 2026 in Review

WCG Wealth Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 0% in Q2 2026, buying an estimated $17 and bringing the position to 27,039 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #507.

WCG Wealth Advisors first reported a position in PDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $519K in Q3 2025. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

WCG Wealth Advisors held 27,039 shares of PIMCO Dynamic Income Fund worth $452K as of Q2 2026.
WCG Wealth Advisors bought 1 PIMCO Dynamic Income Fund share in Q2 2026, an estimated $17.
PIMCO Dynamic Income Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #507 holding.
WCG Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q1 2025 and has held it in 6 quarters since.
WCG Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $519K in Q3 2025.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.