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Tradewinds LLC’s PIMCO Dynamic Income Fund PDI Stock Holding History

Tradewinds LLC’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
-15,839
Closed -$300K – 253
2025
Q2 		$300K Buy
+15,839
New +$295K 0.23% 71

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UBS Group
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JWCA
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Cetera Investment Advisers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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Tradewinds LLC's PDI Position: Q3 2025 in Review

Tradewinds LLC sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2025, closing a stake of 15,839 shares — an estimated $300K sold.

Tradewinds LLC first reported a position in PDI in Q2 2025 and held it in 1 quarter. The position peaked at $300K in Q2 2025. 337 funds tracked by Wall St. Rank hold PDI as of Q3 2025.

  • Tradewinds LLC reported no remaining PIMCO Dynamic Income Fund position as of Q3 2025 after selling out during the quarter.
  • Tradewinds LLC sold 15,839 PIMCO Dynamic Income Fund shares in Q3 2025, an estimated $300K.
  • Tradewinds LLC first reported a position in PIMCO Dynamic Income Fund in Q2 2025 and held it in 1 quarter.
  • Tradewinds LLC's PIMCO Dynamic Income Fund position peaked at $300K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2025.

Based on Tradewinds LLC's 13F filing for Q3 2025, filed 29 Oct 2025.