DOSSIER · 13F Holders · Q2 2026
PDBZX

PGIM TOTAL RETURN BOND Z

5 institutions still hold PGIM TOTAL RETURN BOND Z as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74440B405·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$224K
visible holders
Holders
5
filers reporting
Concentration
87.47%
Westside Investment Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported PDBZX in Q2 2026. Westside Investment Management, Inc. leads at 87.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Westside Investment Management, Inc.
CIK 0001538383
$196K16K0.03%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$28K2K0.01%Q4 2025
03
Financial Gravity Companies, Inc.
CIK 0001377167
$1710.00%Q2 2026
04
Financial Gravity Asset Management, Inc.
CIK 0001741736
$1710.00%Q1 2026
05
McIlrath & Eck, LLC
CIK 0001701714
$610.00%Q1 2026