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Crossmark Global Holdings’s PIMCO Dynamic Income Fund PDI Stock Holding History

Crossmark Global Holdings’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,487
Closed -$208K – 1295
2025
Q3 		$208K Buy
10,487
+187
+2% +$3.63K ﹤0.01% 1238
2025
Q2 		$195K Hold
10,300
– – ﹤0.01% 1279
2025
Q1 		$204K Buy
+10,300
New +$201K ﹤0.01% 1269

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crossmark Global Holdings's PDI Position: Q4 2025 in Review

Crossmark Global Holdings sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2025, closing a stake of 10,487 shares — an estimated $208K sold.

Crossmark Global Holdings first reported a position in PDI in Q1 2025 and held it in 3 quarters. The position peaked at $208K in Q3 2025. 353 funds tracked by Wall St. Rank hold PDI as of Q4 2025.

  • Crossmark Global Holdings reported no remaining PIMCO Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 10,487 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $208K.
  • Crossmark Global Holdings first reported a position in PIMCO Dynamic Income Fund in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's PIMCO Dynamic Income Fund position peaked at $208K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.