Back to PDI
Buck Wealth Strategies, LLC → PDI
Buck Wealth Strategies, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
20
Latest value
$3.3M
Q3 2026
Peak value
$60.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $38.6M |
| Q3 2025 | $10.6M |
| Q4 2025 | $54.1M |
| Q4 2025 | $9.8M |
| Q4 2025 | $888K |
| Q1 2026 | $1.1M |
| Q1 2026 | $58M |
| Q1 2026 | $11.9M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $11K |
| Q2 2026 | $60.1M |
| Q2 2026 | $19K |
| Q2 2026 | $11.8M |
| Q2 2026 | $3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $57.7M |
| Q3 2026 | $19K |
| Q3 2026 | $12.1M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 66.0K | — | — |
| Q3 2026 | $12.1M | 120.6K | — | — |
| Q3 2026 | $19K | 208 | — | — |
| Q3 2026 | $57.7M | 663.6K | — | — |
| Q3 2026 | $1.2M | 47.9K | — | — |
| Q2 2026 | $3M | 57.4K | — | — |
| Q2 2026 | $11.8M | 117.2K | — | — |
| Q2 2026 | $19K | 204 | — | — |
| Q2 2026 | $60.1M | 651.6K | — | — |
| Q2 2026 | $11K | 113 | — | — |
| Q2 2026 | $1.2M | 46.4K | — | — |
| Q1 2026 | $1.6M | 31.6K | — | — |
| Q1 2026 | $11.9M | 118.3K | — | — |
| Q1 2026 | $58M | 628.4K | — | — |
| Q1 2026 | $1.1M | 42.8K | — | — |
| Q4 2025 | $888K | 16.9K | — | — |
| Q4 2025 | $9.8M | 97.7K | — | — |
| Q4 2025 | $54.1M | 581.5K | — | — |
| Q3 2025 | $10.6M | 104.8K | — | — |
| Q3 2025 | $38.6M | 413.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M