Garrison Bradford & Associates’s PIMCO Dynamic Income Fund PDI Stock Holding History

Garrison Bradford & Associates’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 Q3	–	Sell	-409	Closed	-$7.76K	–	48
2025 Q2	$7.76K	Sell	409 -327	-44%	-$6.08K	0.01%	55
2025 Q1	$14.6K	Buy	+736	New	+$14.3K	0.02%	55
2022 Q2	–	Sell	-11,785	Closed	-$287K	–	51
2022 Q1	$287K	Buy	+11,785	New	+$290K	0.28%	45

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Garrison Bradford & Associates's PDI Position: Q3 2025 in Review

Garrison Bradford & Associates sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2025, closing a stake of 409 shares — an estimated $7.76K sold.

Garrison Bradford & Associates first reported a position in PDI in Q1 2022 and held it in 3 quarters. The position peaked at $287K in Q1 2022. 338 funds tracked by Wall St. Rank hold PDI as of Q3 2025.

Garrison Bradford & Associates reported no remaining PIMCO Dynamic Income Fund position as of Q3 2025 after selling out during the quarter.
Garrison Bradford & Associates sold 409 PIMCO Dynamic Income Fund shares in Q3 2025, an estimated $7.76K.
Garrison Bradford & Associates first reported a position in PIMCO Dynamic Income Fund in Q1 2022 and held it in 3 quarters.
Garrison Bradford & Associates's PIMCO Dynamic Income Fund position peaked at $287K in Q1 2022.
338 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2025.

Based on Garrison Bradford & Associates's 13F filing for Q3 2025, filed 4 Nov 2025.