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Avant Financial Advisors LLC → PDI
Avant Financial Advisors LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$5.3M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q4 2025 | $6.4M |
| Q1 2026 | $6.7M |
| Q2 2026 | $7M |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 106.4K | — | — |
| Q2 2026 | $7M | 133.9K | — | — |
| Q1 2026 | $6.7M | 128.0K | — | — |
| Q4 2025 | $6.4M | 121.7K | — | — |
| Q3 2025 | $5.4M | 103.3K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M