RP
PHD

Riverbridge Partners’s Pioneer Floating Rate Fund PHD Stock Holding History

Riverbridge Partners’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
Q3 		– Sell
-62,293
Closed -$612K – 193
2025
Q2 		$612K Buy
62,293
+2,423
+4% +$23.1K 0.01% 148
2025
Q1 		$567K Buy
59,870
+5,557
+10% +$53.4K 0.01% 147
2024
Q4 		$526K Sell
54,313
-383
-0.7% -$3.76K 0.01% 145
2024
Q3 		$541K Sell
54,696
-26,298
-32% -$259K 0.01% 141
2024
Q2 		$782K Buy
80,994
+3,037
+4% +$29.5K 0.01% 131
2024
Q1 		$755K Sell
77,957
-21,570
-22% -$206K 0.01% 124
2023
Q4 		$913K Buy
99,527
+1,177
+1% +$10.5K 0.01% 128
2023
Q3 		$886K Buy
98,350
+15,379
+19% +$138K 0.01% 126
2023
Q2 		$720K Sell
82,971
-5,984
-7% -$51.3K 0.01% 127
2023
Q1 		$774K Buy
88,955
+3,666
+4% +$33K 0.01% 129
2022
Q4 		$748K Buy
85,289
+2,461
+3% +$21.4K 0.01% 134
2022
Q3 		$714K Buy
82,828
+2,791
+3% +$25.4K 0.01% 133
2022
Q2 		$711K Buy
+80,037
New +$768K 0.01% 135

Other funds holding PHD

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Riverbridge Partners's PHD Position: Q3 2025 in Review

Riverbridge Partners sold out of Pioneer Floating Rate Fund (PHD) in Q3 2025, closing a stake of 62,293 shares — an estimated $612K sold.

Riverbridge Partners first reported a position in PHD in Q2 2022 and held it in 13 quarters. The position peaked at $913K in Q4 2023. 47 funds tracked by Wall St. Rank hold PHD as of Q3 2025.

  • Riverbridge Partners reported no remaining Pioneer Floating Rate Fund position as of Q3 2025 after selling out during the quarter.
  • Riverbridge Partners sold 62,293 Pioneer Floating Rate Fund shares in Q3 2025, an estimated $612K.
  • Riverbridge Partners first reported a position in Pioneer Floating Rate Fund in Q2 2022 and held it in 13 quarters.
  • Riverbridge Partners's Pioneer Floating Rate Fund position peaked at $913K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q3 2025.

Based on Riverbridge Partners's 13F filing for Q3 2025, filed 14 Oct 2025.