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Pimco Dynamic Incm Fund shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Pimco Dynamic Incm Fund

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All positions including Pimco Dynamic Incm Fund held by Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 430k 19.80
2025-06-30 $8.4M 435k 19.19
2025-03-31 $8.0M 406k 19.80
2024-12-31 $7.4M 401k 18.56

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View all positions for Summit Financial

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund