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Newbridge Financial Services Group’s PIMCO Dynamic Income Fund PDI Stock Holding History

Newbridge Financial Services Group’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
-27,075
Closed -$536K – 1401
2025
Q3 		$536K Sell
27,075
-10,543
-28% -$204K 0.08% 184
2025
Q2 		$714K Buy
+37,618
New +$700K 0.12% 139
2021
Q3 		– Sell
-584
Closed -$17K – 1559
2021
Q2 		$17K Buy
584
+145
+33% +$4.19K 0.01% 831
2021
Q1 		$12K Buy
439
+4
+0.9% +$109 0.01% 849
2020
Q4 		$11K Buy
435
+5
+1% +$128 0.01% 700
2020
Q3 		$11K Buy
+430
New +$10.6K 0.01% 655

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RCM
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Wells Fargo
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JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 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 $564B AUM 30.12% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return