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Pimco Dynamic Incm Fund shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $209k 12k 17.95
2023-06-30 $197k 11k 18.75
2023-03-31 $182k 10k 18.02

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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