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Centerpoint Advisory Group → PDI
Centerpoint Advisory Group PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$5.2M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $4.1M |
| Q1 2026 | $5.7M |
| Q2 2026 | $6.1M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 203.7K | — | — |
| Q2 2026 | $6.1M | 231.0K | — | — |
| Q1 2026 | $5.7M | 217.5K | — | — |
| Q4 2025 | $4.1M | 153.2K | — | — |
| Q3 2025 | $3.8M | 142.6K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M