Wellington-altus Usa »

Pimco Dynamic Incm Fund shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 12k 17.11
2026-03-31 $197k 12k 16.70
2025-12-31 $209k 12k 17.71

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Pimco Dynamic Incm Fund

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

View all funds holding Pimco Dynamic Incm Fund