Logan Stone Capital’s Pioneer Floating Rate Fund PHD Stock Holding History

Logan Stone Capital’s Portfolio PHD Stock Details PHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-53,003	Closed	-$528K	–	164
2025 Q3	$528K	Buy	53,003 +15,296	+41%	+$151K	0.24%	45
2025 Q2	$370K	Buy	+37,707	New	+$359K	0.17%	57
2023 Q3	–	Sell	-87,659	Closed	-$761K	–	171
2023 Q2	$761K	Buy	+87,659	New	+$752K	0.26%	89
2022 Q4	–	Sell	-58,152	Closed	-$501K	–	217
2022 Q3	$501K	Buy	58,152 +12,664	+28%	+$115K	0.33%	72
2022 Q2	$404K	Buy	+45,488	New	+$436K	0.3%	77

Other funds holding PHD

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Logan Stone Capital's PHD Position: Q4 2025 in Review

Logan Stone Capital sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 53,003 shares — an estimated $528K sold.

Logan Stone Capital first reported a position in PHD in Q2 2022 and held it in 5 quarters. The position peaked at $761K in Q2 2023. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

Logan Stone Capital reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
Logan Stone Capital sold 53,003 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $528K.
Logan Stone Capital first reported a position in Pioneer Floating Rate Fund in Q2 2022 and held it in 5 quarters.
Logan Stone Capital's Pioneer Floating Rate Fund position peaked at $761K in Q2 2023.
0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

Based on Logan Stone Capital's 13F filing for Q4 2025, filed 17 Feb 2026.