PIMCO Dynamic Income Fund (PDI) — Institutional Holders, Q2 2026 (page 4)
377 institutional investment managers reported a PDI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 377. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PDI 13F holders ranked 301–377 of 377
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | CENTAURUS FINANCIAL#301 · 7,589 sh | 7,589 | $127.0K | <0.01% | 0.0% |
| 302 | ACTION POINT FINANCIAL PLANNING#302 · 7,497 sh | 7,497 | $125.2K | 0.01% | New |
| 303 | BESSEMER GROUP#303 · 7,366 sh | 7,366 | $123.0K | <0.01% | New |
| 304 | GILPIN WEALTH MANAGEMENT#304 · 7,006 sh | 7,006 | $117.0K | — | 0.0% |
| 305 | Gunpowder Capital Management, dba Oliver Wealth Management#305 · 6,784 sh | 6,784 | $113.3K | 0.08% | -17.0% |
| 306 | WEBSTER BANK, N. A.#306 · 6,459 sh | 6,459 | $107.9K | <0.01% | 0.0% |
| 307 | Institute for Wealth Management#307 · 6,294 sh | 6,294 | $105.1K | <0.01% | New |
| 308 | Medallion Wealth Advisors#308 · 5,859 sh | 5,859 | $97.8K | 0.03% | +3.9% |
| 309 | Advocate Investing Services#309 · 5,800 sh | 5,800 | $96.9K | — | New |
| 310 | FNY Investment Advisers#310 · 5,600 sh | 5,600 | $93.0K | — | 0.0% |
| 311 | Golden State Wealth Management#311 · 5,506 sh | 5,506 | $92.0K | <0.01% | +48.9% |
| 312 | ASSETMARK#312 · 5,268 sh | 5,268 | $88.0K | — | +626.6% |
| 313 | Vision Retirement#313 · 5,091 sh | 5,091 | $85.0K | 0.02% | -14.4% |
| 314 | EverSource Wealth Advisors#314 · 5,000 sh | 5,000 | $83.5K | <0.01% | -95.6% |
| 315 | Union Bankshares#315 · 4,627 sh | 4,627 | $77.3K | <0.01% | 0.0% |
| 316 | ST GERMAIN D J#316 · 3,615 sh | 3,615 | $60.4K | <0.01% | 0.0% |
| 317 | FIRST HORIZON NATIONAL#317 · 3,453 sh | 3,453 | $57.7K | — | +2.8% |
| 318 | Bogart Wealth#318 · 3,354 sh | 3,354 | $56.0K | <0.01% | 0.0% |
| 319 | Nova Wealth Management#319 · 3,125 sh | 3,125 | $52.2K | 0.03% | +4.1% |
| 320 | EASTERN BANK#320 · 3,000 sh | 3,000 | $50.1K | — | 0.0% |
| 321 | GHP Investment Advisors#321 · 2,982 sh | 2,982 | $49.8K | — | -34.2% |
| 322 | Sankala Group#322 · 3,234 sh | 3,234 | $49.0K | 0.03% | +4.0% |
| 323 | PENSION & WEALTH MANAGEMENT ADVISORS#323 · 2,730 sh | 2,730 | $45.6K | — | New |
| 324 | HUNTINGTON NATIONAL BANK#324 · 2,730 sh | 2,730 | $45.6K | <0.01% | 0.0% |
| 325 | LRI Investments#325 · 2,196 sh | 2,196 | $36.7K | <0.01% | 0.0% |
| 326 | RAFFA WEALTH MANAGEMENT#326 · 2,158 sh | 2,158 | $36.0K | <0.01% | 0.0% |
| 327 | Keating Financial Advisory Services#327 · 2,091 sh | 2,091 | $34.9K | <0.01% | +4.1% |
| 328 | Smartleaf Asset Management#328 · 2,044 sh | 2,044 | $34.0K | <0.01% | 0.0% |
| 329 | Heritage Wealth Advisors#329 · 2,000 sh | 2,000 | $33.4K | <0.01% | 0.0% |
| 330 | ROTHSCHILD INVESTMENT#330 · 2,000 sh | 2,000 | $33.4K | <0.01% | 0.0% |
| 331 | DELTA ASSET MANAGEMENT#331 · 1,855 sh | 1,855 | $31.0K | <0.01% | New |
| 332 | Moisand Fitzgerald Tamayo#332 · 1,840 sh | 1,840 | $30.7K | — | 0.0% |
| 333 | Allied Private Wealth#333 · 1,773 sh | 1,773 | $29.6K | 0.02% | — |
| 334 | SHP Wealth Management#334 · 1,762 sh | 1,762 | $29.4K | <0.01% | +173.6% |
| 335 | HHM Wealth Advisors#335 · 1,699 sh | 1,699 | $28.4K | <0.01% | -19.8% |
| 336 | Caldwell#336 · 1,626 sh | 1,626 | $27.2K | <0.01% | New |
| 337 | Aspect Partners#337 · 1,436 sh | 1,436 | $24.0K | — | +4.1% |
| 338 | MARK SHEPTOFF FINANCIAL PLANNING#338 · 1,400 sh | 1,400 | $23.4K | 0.01% | +366.7% |
| 339 | PFS Partners#339 · 1,375 sh | 1,375 | $23.0K | — | 0.0% |
| 340 | Ronald Blue#340 · 1,320 sh | 1,320 | $22.0K | — | +4.1% |
| 341 | Evelyn Partners Group Ltd#341 · 1,291 sh | 1,291 | $21.6K | 0.00% | — |
| 342 | MPWM ADVISORY SOLUTIONS#342 · 1,250 sh | 1,250 | $20.9K | <0.01% | New |
| 343 | Coston, McIsaac & Partners#343 · 1,172 sh | 1,172 | $19.0K | <0.01% | +0.3% |
| 344 | Financial Management Professionals#344 · 1,095 sh | 1,095 | $18.5K | — | +3.9% |
| 345 | Wilkerson Advisory Group#345 · 1,034 sh | 1,034 | $17.3K | — | +3.8% |
| 346 | COUNTRY BANK#346 · 1,000 sh | 1,000 | $16.7K | <0.01% | 0.0% |
| 347 | LifeSteps Financial#347 · 1,000 sh | 1,000 | $16.7K | — | New |
| 348 | Cape Investment Advisory#348 · 962 sh | 962 | $16.1K | — | New |
| 349 | North Star Investment Management#349 · 900 sh | 900 | $15.0K | <0.01% | 0.0% |
| 350 | Avion Wealth#350 · 899 sh | 899 | $15.0K | <0.01% | +212.2% |
| 351 | COMPASS FINANCIAL MANAGEMENT#351 · 801 sh | 801 | $12.9K | <0.01% | — |
| 352 | Walsh & Associates#352 · 569 sh | 569 | $9.5K | <0.01% | 0.0% |
| 353 | Strategic Wealth Partners, Ltd.#353 · 530 sh | 530 | $8.9K | <0.01% | 0.0% |
| 354 | Key FInancial#354 · 500 sh | 500 | $8.3K | <0.01% | +1415.2% |
| 355 | Whipplewood Advisors#355 · 500 sh | 500 | $8.3K | — | -96.8% |
| 356 | HM PAYSON#356 · 475 sh | 475 | $7.9K | <0.01% | New |
| 357 | SALEM INVESTMENT COUNSELORS#357 · 450 sh | 450 | $7.6K | — | +157.1% |
| 358 | JONES FINANCIAL COMPANIES LLLP#358 · 400 sh | 400 | $6.6K | 0.00% | -78.3% |
| 359 | Salomon & Ludwin#359 · 352 sh | 352 | $5.9K | <0.01% | 0.0% |
| 360 | Strengthening Families & Communities#360 · 342 sh | 342 | $5.7K | — | New |
| 361 | Federation des caisses Desjardins du Quebec#361 · 300 sh | 300 | $5.0K | 0.00% | -89.2% |
| 362 | GABLES CAPITAL MANAGEMENT#362 · 275 sh | 275 | $4.6K | <0.01% | 0.0% |
| 363 | MCGUIRE CAPITAL ADVISORS#363 · 258 sh | 258 | $4.3K | <0.01% | 0.0% |
| 364 | BEACON INVESTMENT ADVISORY SERVICES#364 · 253 sh | 253 | $4.2K | — | New |
| 365 | Bangor Savings Bank#365 · 250 sh | 250 | $4.2K | — | New |
| 366 | SWAN Capital#366 · 222 sh | 222 | $3.7K | <0.01% | 0.0% |
| 367 | Roble, Belko & Company#367 · 200 sh | 200 | $3.0K | <0.01% | 0.0% |
| 368 | Axiom Investment Management#368 · 163 sh | 163 | $2.7K | <0.01% | 0.0% |
| 369 | Capital Analysts#369 · 94 sh | 94 | $2.0K | 0.00% | +2.2% |
| 370 | HIGHLINE WEALTH PARTNERS#370 · 100 sh | 100 | $1.7K | — | 0.0% |
| 371 | LGT Financial Advisors#371 · 94 sh | 94 | $1.6K | <0.01% | 0.0% |
| 372 | JFS WEALTH ADVISORS#372 · 89 sh | 89 | $1.5K | <0.01% | New |
| 373 | Markowski Investments#373 · 81 sh | 81 | $1.4K | <0.01% | — |
| 374 | Greykasell Wealth Strategies#374 · 80 sh | 80 | $1.3K | <0.01% | 0.0% |
| 375 | Holos Integrated Wealth#375 · 70 sh | 70 | $1.2K | — | +4.5% |
| 376 | MassMutual Private Wealth & , FSB#376 · 4 sh | 4 | $67.00 | — | 0.0% |
| 377 | BNP PARIBAS FINANCIAL MARKETS#377 · 1 sh | 1 | $17.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.