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Appalachian Capital Management Ltd → PDI

Appalachian Capital Management Ltd PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
4
Latest value
$821K
Q3 2026
Peak value
$928K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$928K
Q1 2026$906K
Q2 2026$899K
Q3 2026$821K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$821K9.4K——
Q2 2026$899K9.7K——
Q1 2026$906K9.8K——
Q4 2025$928K10.0K——

Other funds holding PDI

Other Appalachian Capital Management Ltd positions

SCHW-PJ

SCHWAB STRATEGIC TR

$46.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$40.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.1M
STT-PG

SPDR SERIES TRUST

$9.7M
STT-PG

SPDR SERIES TRUST

$9.6M