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BCS Wealth Management → PDI

BCS Wealth Management PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
17
Latest value
$195K
Q3 2026
Peak value
$12.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.8M
Q4 2025$12.5M
Q4 2025$212K
Q4 2025$9.3M
Q4 2025$492K
Q1 2026$1.9M
Q1 2026$7.1M
Q1 2026$4.9M
Q1 2026$238K
Q2 2026$1.9M
Q2 2026$7.9M
Q2 2026$4.9M
Q2 2026$232K
Q3 2026$1.6M
Q3 2026$8.1M
Q3 2026$4.2M
Q3 2026$195K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$195K13.9K——
Q3 2026$4.2M84.4K——
Q3 2026$8.1M93.4K——
Q3 2026$1.6M37.1K——
Q2 2026$232K13.9K——
Q2 2026$4.9M92.5K——
Q2 2026$7.9M85.9K——
Q2 2026$1.9M40.8K——
Q1 2026$238K13.9K——
Q1 2026$4.9M94.6K——
Q1 2026$7.1M76.9K——
Q1 2026$1.9M41.6K——
Q4 2025$492K27.8K——
Q4 2025$9.3M178.0K——
Q4 2025$212K2.2K——
Q4 2025$12.5M134.3K——
Q4 2025$3.8M82.9K——

Other funds holding PDI

Other BCS Wealth Management positions

VGES

VANGUARD INDEX FDS

$95.2M
VGES

VANGUARD INDEX FDS

$62.4M
VGES

VANGUARD INDEX FDS

$57.5M
VGES

VANGUARD INDEX FDS

$48.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$36.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.5M
PG

PROCTER AND GAMBLE CO

$27.6M
ETHA

ISHARES TR

$24.7M
BCS Wealth Management PDI Holdings: 13F Position History | Track13F