Parkside Financial Bank & Trust’s PIMCO Dynamic Income Fund PDI Stock Holding History

Parkside Financial Bank & Trust’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	-3,000	Closed	-$59.4K	–	2769
2025 Q3	$59.4K	Buy	+3,000	New	+$58.2K	﹤0.01%	868

Other funds holding PDI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Parkside Financial Bank & Trust's PDI Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2025, closing a stake of 3,000 shares — an estimated $59.4K sold.

Parkside Financial Bank & Trust first reported a position in PDI in Q3 2025 and held it in 1 quarter. The position peaked at $59.4K in Q3 2025. 355 funds tracked by Wall St. Rank hold PDI as of Q4 2025.

Parkside Financial Bank & Trust reported no remaining PIMCO Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 3,000 PIMCO Dynamic Income Fund shares in Q4 2025, an estimated $59.4K.
Parkside Financial Bank & Trust first reported a position in PIMCO Dynamic Income Fund in Q3 2025 and held it in 1 quarter.
Parkside Financial Bank & Trust's PIMCO Dynamic Income Fund position peaked at $59.4K in Q3 2025.
355 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.