HBC Financial Services, P »

Pimco Dynamic Incm Fund shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in Pimco Dynamic Incm Fund

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All positions including Pimco Dynamic Incm Fund held by HBC Financial Services, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-12-31 $91k 5.0k 18.20
2024-09-30 $97k 5.0k 19.40

More positions owned by HBC Financial Services, P

iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Apple Stock (AAPL)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Costco Wholesale Corp Stock (COST)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Tesla Stock (TSLA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)

View all positions for HBC Financial Services, P

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