Safe Harbor Fiduciary »

Pimco Dynamic Incm Fund shares owned by Safe Harbor Fiduciary

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Safe Harbor Fiduciary from 13F filings

Historical chart of Safe Harbor Fiduciary investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Dynamic Incm Fund by Safe Harbor Fiduciary

Quarter filed Position value Share count Share price at filing
2025-12-31 $970k 55k 17.71

More positions owned by Safe Harbor Fiduciary

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Seagate Technology Hldngs Pl Ord Shs (STX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr Ultrpro S&p500 (UPRO)
American Water Works (AWK)
Vanguard Index Fds Real Estate Etf (VNQ)
Ea Series Trust Coastal Compass (ROPE)

View all positions for Safe Harbor Fiduciary

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