Westside Investment Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Westside Investment Management’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 Q2	–	Sell	-3,308	Closed	-$65.5K	–	1307
2025 Q1	$65.5K	Hold	3,308	–	–	0.01%	362
2024 Q4	$60.7K	Sell	3,308 -3,910	-54%	-$76K	0.01%	374
2024 Q3	$146K	Hold	7,218	–	–	0.03%	269
2024 Q2	$136K	Hold	7,218	–	–	0.03%	269
2024 Q1	$139K	Hold	7,218	–	–	0.03%	260
2023 Q4	$130K	Hold	7,218	–	–	0.03%	250
2023 Q3	$125K	Hold	7,218	–	–	0.04%	248
2023 Q2	$135K	Hold	7,218	–	–	0.04%	243
2023 Q1	$130K	Hold	7,218	–	–	0.04%	246
2022 Q4	$133	Hold	7,218	–	–	﹤0.01%	345
2022 Q3	$139	Hold	7,218	–	–	﹤0.01%	338
2022 Q2	$150	Hold	7,218	–	–	﹤0.01%	332
2022 Q1	$175	Hold	7,218	–	–	﹤0.01%	329
2021 Q4	$187	Buy	+7,218	New	+$189K	﹤0.01%	313

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westside Investment Management's PDI Position: Q2 2025 in Review

Westside Investment Management sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2025, closing a stake of 3,308 shares — an estimated $65.5K sold.

Westside Investment Management first reported a position in PDI in Q4 2021 and held it in 14 quarters. The position peaked at $146K in Q3 2024. 330 funds tracked by Wall St. Rank hold PDI as of Q2 2025.

Westside Investment Management reported no remaining PIMCO Dynamic Income Fund position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 3,308 PIMCO Dynamic Income Fund shares in Q2 2025, an estimated $65.5K.
Westside Investment Management first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and held it in 14 quarters.
Westside Investment Management's PIMCO Dynamic Income Fund position peaked at $146K in Q3 2024.
330 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.