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Pimco Dynamic Incm Fund shares owned by SWAN Capital

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

Historical chart of SWAN Capital investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by SWAN 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 SWAN Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $26k 1.3k 19.80
2024-12-31 $24k 1.3k 18.34

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for SWAN Capital

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund