Thurston Springer Miller Herd & Titak’s PIMCO Dynamic Income Fund PDI Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-780	Closed	-$14.8K	–	1127
2025 Q2	$14.8K	Hold	780	–	–	﹤0.01%	1043
2025 Q1	$15.4K	Hold	780	–	–	﹤0.01%	970
2024 Q4	$14.3K	Buy	780 +600	+333%	+$11.7K	﹤0.01%	802
2024 Q3	$3.65K	Buy	+180	New	+$3.45K	﹤0.01%	1254

Other funds holding PDI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak's PDI Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2025, closing a stake of 780 shares — an estimated $14.8K sold.

Thurston Springer Miller Herd & Titak first reported a position in PDI in Q3 2024 and held it in 4 quarters. The position peaked at $15.4K in Q1 2025. 337 funds tracked by Wall St. Rank hold PDI as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining PIMCO Dynamic Income Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 780 PIMCO Dynamic Income Fund shares in Q3 2025, an estimated $14.8K.
Thurston Springer Miller Herd & Titak first reported a position in PIMCO Dynamic Income Fund in Q3 2024 and held it in 4 quarters.
Thurston Springer Miller Herd & Titak's PIMCO Dynamic Income Fund position peaked at $15.4K in Q1 2025.
337 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.