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Pimco Dynamic Incm Fund shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in Pimco Dynamic Incm Fund

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 156k 17.71
2024-12-31 $1.3M 73k 18.33
2023-03-31 $3.5M 195k 18.02

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Apple Put
NVIDIA Corporation (NVDA)
Meta Platforms Call
Wal-Mart Stores (WMT)
Meta Platforms Put
Nvidia Corporation Put
Amazon (AMZN)
Apple Call
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Hrt Financial

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund