Wilkerson Advisory Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Wilkerson Advisory 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	$17.3K	Buy	1,034 +38	+4%	+$646	0.01%	347
2026 Q1	$17K	Buy	996 +35	+4%	+$630	0.01%	322
2025 Q4	$17K	Buy	+961	New	+$17.6K	0.01%	260

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

Wilkerson Advisory Group's PDI Position: Q2 2026 in Review

Wilkerson Advisory Group increased its PIMCO Dynamic Income Fund (PDI) stake by 3.8% in Q2 2026, buying an estimated $646 and bringing the position to 1,034 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #347.

Wilkerson Advisory Group first reported a position in PDI in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

Wilkerson Advisory Group held 1,034 shares of PIMCO Dynamic Income Fund worth $17.3K as of Q2 2026.
Wilkerson Advisory Group bought 38 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $646.
PIMCO Dynamic Income Fund made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #347 holding.
Wilkerson Advisory Group first reported a position in PIMCO Dynamic Income Fund in Q4 2025 and has held it in 3 quarters since.
375 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.