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Pimco Dynamic Incm Fund shares owned by Lavelle Capital

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

Historical chart of Lavelle Capital investment in Pimco Dynamic Incm Fund

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Lavelle Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $359k 21k 17.11
2025-12-31 $362k 21k 17.71

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View all positions for Lavelle Capital

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Cetera Investment Advisers
UBS Group
Wells Fargo & Company
Royal Bank of Canada
PFG Investments
Advisor Group Holdings
Raymond James Financial
Estate Planners Group
TD Waterhouse Canada
Cambridge Investment Research Advisors
Cohen & Steers Capital Management
Private Advisor

View all funds holding Pimco Dynamic Incm Fund