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Pimco Dynamic Incm Fund shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $812k 46k 17.71
2025-09-30 $205k 10k 19.80
2025-06-30 $234k 12k 18.97
2023-12-31 $548k 31k 17.95
2023-09-30 $1.1M 66k 17.28

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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