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Livermore
Livermore
ZHEN

BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by BCS Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDI overviewAll 13F holders of PDIFull Q2 2026 holdings

Shares (Q2 2026)
13,904
Value
$232.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PDI by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,904$232.2K<0.1%00.0%UnchangedHolders
Q1 202613,904$237.9K<0.1%−13,904−50.0%ReducedHolders
Q4 202527,808$492.5K<0.1%+13,904+100.0%AddedHolders
Q3 202513,904$275.3K0.1%00.0%UnchangedHolders
Q2 202513,904$264.0K0.1%00.0%UnchangedHolders
Q1 202513,904$275.0K0.1%00.0%UnchangedHolders
Q4 202413,904$255.0K0.1%00.0%UnchangedHolders
Q3 202413,904$282.0K0.1%00.0%UnchangedHolders
Q2 202413,904$262.0K0.1%00.0%UnchangedHolders
Q1 202413,904$268.0K0.1%00.0%UnchangedHolders
Q4 202313,904$250.0K0.1%00.0%UnchangedHolders
Q3 202313,904$240.0K0.1%00.0%UnchangedHolders
Q2 202313,904$261.0K0.2%+13,904NewHolders
Q1 20230$00.0%−13,904−100.0%Sold outHolders
Q4 202213,904$257.0K0.1%00.0%UnchangedHolders
Q3 202213,904$269.0K0.1%00.0%UnchangedHolders
Q2 202213,904$290.0K0.1%00.0%UnchangedHolders
Q1 202213,904$339.0K0.1%00.0%UnchangedHolders
Q4 202113,904$360.0K0.1%+3,167+29.5%AddedHolders
Q3 202110,737$285.0K0.1%00.0%UnchangedHolders
Q2 202110,737$309.0K0.2%00.0%UnchangedHolders
Q1 202110,737$302.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.