Key Client Fiduciary Advisors, LLC PDI — PIMCO DYNAMIC INCOME FD

Ownership history in Key Client Fiduciary Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Key Client Fiduciary Advisors, LLC reported PIMCO DYNAMIC INCOME FD (PDI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q1. The latest visible filing shows PDI at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key Client Fiduciary Advisors, LLC's position in PIMCO DYNAMIC INCOME FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PDI was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PDI stock page Key Client Fiduciary Advisors, LLC fund profile Key Client Fiduciary Advisors, LLC full holdings
How Key Client Fiduciary Advisors, LLC held PDI — position size vs. price
% of Fund (quarterly)    PDI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 40,657 +1,082 +2.7% 0.24% $696K 2026-04-09 $17.37
2025 Q4 ADDED — — — 39,575 +2,228 +6.0% 0.24% $701K 2026-01-28 $17.54
2025 Q3 ADDED — — — 37,347 +810 +2.2% 0.24% $739K 2025-10-14 $18.16
2025 Q2 ADDED — — — 36,537 +4,145 +12.8% 0.28% $693K 2025-07-09 $17.03
2025 Q1 ADDED — — — 32,392 +640 +2.0% 0.29% $641K 2025-04-10 $15.41
2024 Q4 ADDED — — — 31,752 +4,088 +14.8% 0.26% $582K 2025-01-17 $15.92
2024 Q3 ADDED — — — 27,664 +9,264 +50.3% 0.25% $561K 2024-10-18 $16.10
2024 Q2 ADDED — — — 18,400 +7,100 +62.8% 0.17% $346K 2024-07-16 $14.83
2024 Q1 INITIATED — — — 11,300 — — 0.12% $218K 2024-04-15 $14.22

🏢 Other funds also holding PDI

As of 2026 Q1 — sorted by position size

Estate Planners Group, LLC 9.93% Noble Wealth Management PBC 4.97% Wealth Care LLC 3.43% RETIREMENT PLANNING GROUP, LLC / NY 1.99% LifeWealth Investments, LLC 1.89% Elm3 Financial Group, LLC 1.86% QUARRY HILL ADVISORS, LLC 3Y 1.38% Wagner Wealth Management, LLC 3Y 7Y 1.28% Significant Wealth Partners LLC 1.27% Flagship Private Wealth, LLC 3Y 1.06%

FAQ About Key Client Fiduciary Advisors, LLC and PDI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Key Client Fiduciary Advisors, LLC reported owning PDI?

Key Client Fiduciary Advisors, LLC reported PDI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PDI position in Key Client Fiduciary Advisors, LLC's portfolio?

The largest reported portfolio weight for PDI was 0.29% in 2025 Q1.

What is the latest reported PDI position on this page?

The most recent filing on this page is 2026 Q1, when Key Client Fiduciary Advisors, LLC reported 40,657 shares, equal to 0.24% of portfolio, with an estimated market value of $696K.

What does the chart on this PDI ownership page compare?

The chart compares Key Client Fiduciary Advisors, LLC's quarterly PDI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Key Client Fiduciary Advisors, LLC time their PDI position?

Based on 13F filing dates vs. subsequent PDI price moves, Key Client Fiduciary Advisors, LLC correctly timed 4 out of 8 reported position changes (50%).

← Back to Key Client Fiduciary Advisors, LLC Holdings