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Pimco Dynamic Incm Fund shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Dynamic Incm Fund by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $342k 20k 17.11

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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