Natural Investments’s PIMCO Dynamic Income Fund PDI Stock Holding History

Natural Investments’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	-10,601	Closed	-$209K	–	293
2025 Q3	$209K	Sell	10,601 -2,472	-19%	-$47.9K	0.05%	222
2025 Q2	$247K	Buy	13,073 +254	+2%	+$4.72K	0.06%	223
2025 Q1	$253K	Sell	12,819 -213	-2%	-$4.15K	0.07%	203
2024 Q4	$239K	Buy	+13,032	New	+$253K	0.07%	215

Other funds holding PDI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 0.79% 1-Year Est. Return

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

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

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

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

Natural Investments's PDI Position: Q4 2025 in Review

Natural Investments sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2025, closing a stake of 10,601 shares — an estimated $209K sold.

Natural Investments first reported a position in PDI in Q4 2024 and held it in 4 quarters. The position peaked at $253K in Q1 2025. 354 funds tracked by Wall St. Rank hold PDI as of Q4 2025.

Natural Investments reported no remaining PIMCO Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
Natural Investments sold 10,601 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $209K.
Natural Investments first reported a position in PIMCO Dynamic Income Fund in Q4 2024 and held it in 4 quarters.
Natural Investments's PIMCO Dynamic Income Fund position peaked at $253K in Q1 2025.
354 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.