World Equity Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

World Equity 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 Q3	$844K	Buy	60,143 +11,264	+23%	+$175K	0.35%	60
2026 Q2	$816K	Buy	48,879 +10,638	+28%	+$181K	0.18%	120
2026 Q1	$654K	Buy	38,241 +7,934	+26%	+$143K	0.17%	147
2025 Q4	$537K	Buy	30,307 +4,766	+19%	+$87.5K	0.15%	159
2025 Q3	$506K	Buy	25,541 +1,500	+6%	+$29.1K	0.11%	179
2025 Q2	$456K	Buy	24,041 +7,525	+46%	+$140K	0.12%	171
2025 Q1	$327K	Sell	16,516 -14,266	-46%	-$278K	0.09%	214
2024 Q4	$565K	Buy	30,782 +19,016	+162%	+$369K	0.12%	178
2024 Q3	$238K	Buy	+11,766	New	+$225K	0.09%	221

Other funds holding PDI

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

World Equity Group's PDI Position: Q3 2026 in Review

World Equity Group increased its PIMCO Dynamic Income Fund (PDI) stake by 23% in Q3 2026, buying an estimated $175K and bringing the position to 60,143 shares worth $844K. The position accounts for 0.35% of the portfolio, ranked #60.

World Equity Group first reported a position in PDI in Q3 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

World Equity Group held 60,143 shares of PIMCO Dynamic Income Fund worth $844K as of Q3 2026.
World Equity Group bought 11,264 PIMCO Dynamic Income Fund shares in Q3 2026, an estimated $175K.
PIMCO Dynamic Income Fund made up 0.35% of World Equity Group's portfolio in Q3 2026, its #60 holding.
World Equity Group first reported a position in PIMCO Dynamic Income Fund in Q3 2024 and has held it in 9 quarters since.
80 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.