Goldstone Financial Group, LLC
Position in PDI — PIMCO Dynamic Income Fund
CIK 2040021
OAKBROOK TERRACE, IL
Position in PDI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$787,822
-$36,058 QoQ
Shares Held
47,175
-2.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#143
of 376 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Goldstone Financial Group, LLC holds $1,617,271 across 2 Asset Management names. PDI ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
62,742 | $829,449 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
This page
|
47,175 | $787,822 |
All Filings in PDI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,822 | 47,175 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $823,880 | 48,152 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $870,605 | 49,159 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $941,727 | 47,562 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $879,164 | 46,345 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $905,355 | 45,725 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,095,759 | 59,747 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,077,593 | 53,162 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $967,191 | 51,419 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $488,075 | 25,302 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $355,553 | 19,808 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $357,229 | 20,673 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $267,356 | 14,259 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||