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Birchwood Financial Partners, Inc. → PDI
Birchwood Financial Partners, Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
16
Latest value
$885K
Q3 2026
Peak value
$7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $56K |
| Q4 2025 | $229K |
| Q4 2025 | $4.2M |
| Q4 2025 | $652K |
| Q1 2026 | $141K |
| Q1 2026 | $178K |
| Q1 2026 | $4.7M |
| Q1 2026 | $654K |
| Q2 2026 | $294K |
| Q2 2026 | $181K |
| Q2 2026 | $5.7M |
| Q2 2026 | $755K |
| Q3 2026 | $485K |
| Q3 2026 | $173K |
| Q3 2026 | $7M |
| Q3 2026 | $885K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $885K | 8.8K | — | — |
| Q3 2026 | $7M | 80.4K | — | — |
| Q3 2026 | $173K | 3.5K | — | — |
| Q3 2026 | $485K | 19.1K | — | — |
| Q2 2026 | $755K | 7.5K | — | — |
| Q2 2026 | $5.7M | 61.6K | — | — |
| Q2 2026 | $181K | 3.5K | — | — |
| Q2 2026 | $294K | 11.1K | — | — |
| Q1 2026 | $654K | 6.5K | — | — |
| Q1 2026 | $4.7M | 50.7K | — | — |
| Q1 2026 | $178K | 3.5K | — | — |
| Q1 2026 | $141K | 5.4K | — | — |
| Q4 2025 | $652K | 6.5K | — | — |
| Q4 2025 | $4.2M | 45.1K | — | — |
| Q4 2025 | $229K | 4.4K | — | — |
| Q4 2025 | $56K | 2.1K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
Other Birchwood Financial Partners, Inc. positions
ETHA
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ETHA
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ETHA
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ETHA
$6.7MISHARES ESG AWARE MSCI USA ETF
VGES
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SCHW-PJ
$6.1MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
AAPL
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SCHW-PJ
$5.7MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF