Riverbridge Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Riverbridge Partners’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
2026 Q3	$1.42M	Buy	+101,195	New	+$1.57M	0.04%	130
2023 Q2	–	Sell	-12,983	Closed	-$234K	–	194
2023 Q1	$234K	Buy	12,983 +281	+2%	+$5.5K	﹤0.01%	178
2022 Q4	$235K	Buy	12,702 +589	+5%	+$11.6K	﹤0.01%	182
2022 Q3	$235K	Buy	12,113 +285	+2%	+$6K	﹤0.01%	181
2022 Q2	$247K	Buy	+11,828	New	+$262K	﹤0.01%	178

Other funds holding PDI

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Riverbridge Partners's PDI Position: Q3 2026 in Review

Riverbridge Partners opened a new position in PIMCO Dynamic Income Fund (PDI) in Q3 2026: 101,195 shares worth $1.42M. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Riverbridge Partners previously reported a position in PDI as recently as Q1 2023.

Riverbridge Partners first reported a position in PDI in Q2 2022 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold PDI as of Q3 2026.

Riverbridge Partners held 101,195 shares of PIMCO Dynamic Income Fund worth $1.42M as of Q3 2026.
PIMCO Dynamic Income Fund was a new Riverbridge Partners position in Q3 2026.
PIMCO Dynamic Income Fund made up 0.04% of Riverbridge Partners's portfolio in Q3 2026, its #130 holding.
Riverbridge Partners first reported a position in PIMCO Dynamic Income Fund in Q2 2022 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2026.

Based on Riverbridge Partners's 13F filing for Q3 2026, filed 5 Nov 2026.