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ACORN FINANCIAL ADVISORY SERVICES INC /ADV → PDI

ACORN FINANCIAL ADVISORY SERVICES INC /ADV PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
6
Latest value
$24.6M
Q3 2026
Peak value
$42.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$30.3M
Q1 2026$599K
Q1 2026$39.5M
Q2 2026$380K
Q2 2026$42.9M
Q3 2026$24.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.6M968.0K——
Q2 2026$42.9M1.62M——
Q2 2026$380K3.8K——
Q1 2026$39.5M1.51M——
Q1 2026$599K5.9K——
Q4 2025$30.3M1.14M——

Other funds holding PDI

Other ACORN FINANCIAL ADVISORY SERVICES INC /ADV positions

VGES

VANGUARD INDEX FDS

$63.8M
ETHA

ISHARES TR

$56.2M
VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$54.8M
ETHA

ISHARES TR

$53.2M
VGES

VANGUARD TAX-MANAGED FDS

$52.5M
VGES

VANGUARD TAX-MANAGED FDS

$49.4M
ETHA

ISHARES TR

$47.2M
VGES

VANGUARD TAX-MANAGED FDS

$42.9M