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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
2024-09-30 $430k 21k 20.27
2024-06-30 $523k 28k 18.81
2024-03-31 $612k 32k 19.29
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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Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Atria Wealth Solutions
Cohen & Steers Capital Management
Royal Bank of Canada
Advisor Group Holdings
TD Waterhouse Canada
PFG Investments
Commonwealth Equity Services
SOL Capital Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
California Capital Advisors
Wagner Wealth Management

View all funds holding Pimco Dynamic Incm Fund