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Pimco Dynamic Incm Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $578k 32k 17.95
2023-09-30 $655k 38k 17.28
2023-06-30 $813k 1.7k 483.07

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View all positions for EP Wealth Advisors

Top funds holding Pimco Dynamic Incm Fund

Bank of America Corporation
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Atria Wealth Solutions
Rivernorth Capital Management
SOL Capital Management
PFG Investments
TD Waterhouse Canada
Commonwealth Equity Services
Penserra Capital Management
Raymond James Financial Services Advisors
Wagner Wealth Management
Alliancebernstein
Cambridge Investment Research Advisors

View all funds holding Pimco Dynamic Incm Fund