Consolidated Portfolio Review Corp »

Pimco Dynamic Incm Fund shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Consolidated Portfolio Review Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Dynamic Incm Fund by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $770k 39k 19.80
2025-06-30 $709k 37k 18.97
2025-03-31 $2.1M 106k 19.80
2024-12-31 $1.1M 61k 18.34
2024-09-30 $815k 40k 20.27

More positions owned by Consolidated Portfolio Review Corp

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Strategy Cl A New (MSTR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Consolidated Portfolio Review Corp

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