WEG
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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
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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

World Equity Group's PDI Position: Q2 2026 in Review

World Equity Group increased its PIMCO Dynamic Income Fund (PDI) stake by 28% in Q2 2026, buying an estimated $181K and bringing the position to 48,879 shares worth $816K. The position accounts for 0.18% of the portfolio, ranked #120.

World Equity Group first reported a position in PDI in Q3 2024 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold PDI as of Q2 2026.

  • World Equity Group held 48,879 shares of PIMCO Dynamic Income Fund worth $816K as of Q2 2026.
  • World Equity Group bought 10,638 PIMCO Dynamic Income Fund shares in Q2 2026, an estimated $181K.
  • PIMCO Dynamic Income Fund made up 0.18% of World Equity Group's portfolio in Q2 2026, its #120 holding.
  • World Equity Group first reported a position in PIMCO Dynamic Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 77 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.