Western Pacific Wealth Management »

Pimco Dynamic Incm Fund shares owned by Western Pacific Wealth Management

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

Historical chart of Western Pacific Wealth Management investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Western Pacific Wealth Management 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 Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 2.0k 19.80
2025-06-30 $38k 2.0k 18.97
2025-03-31 $40k 2.0k 19.80
2022-06-30 $17k 818 20.78
2022-03-31 $19k 818 23.23
2021-12-31 $21k 818 25.67

More positions owned by Western Pacific Wealth Management

Vanguard Dividend Appreciation Etf Etf (VIG)
Apple Stock (AAPL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Oakmark U.s. Large Cap Etf Etf (OAKM)
Meta Platforms Inc Cl A Stock (META)
Costco Whsl Corp Stock (COST)
Palantir Technologies Inc Cl A Stock (PLTR)
Taiwan Semiconductor Mfg Adr (TSM)
Broadcom Stock (AVGO)

View all positions for Western Pacific Wealth Management

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