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Pimco Dynamic Incm Fund shares owned by Allium Financial Advisors

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

Historical chart of Allium Financial 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 Allium Financial 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 Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 145k 19.80
2025-06-30 $2.1M 111k 18.97
2025-03-31 $464k 23k 19.80

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Allium Financial Advisors

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
LPL Financial
Gridiron Partners
UBS Group
J.w. Cole Advisors
Cetera Investment Advisers
Royal Bank of Canada
PFG Investments
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
TD Waterhouse Canada
Cohen & Steers Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding Pimco Dynamic Incm Fund