Back to PDI
Clear Point Advisors Inc. → PDI
Clear Point Advisors Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
15
Latest value
$339K
Q3 2026
Peak value
$4.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $353K |
| Q4 2025 | $3M |
| Q4 2025 | $293K |
| Q4 2025 | $376K |
| Q1 2026 | $2.6M |
| Q1 2026 | $347K |
| Q2 2026 | $370K |
| Q2 2026 | $2.6M |
| Q2 2026 | $299K |
| Q2 2026 | $349K |
| Q3 2026 | $276K |
| Q3 2026 | $348K |
| Q3 2026 | $4.4M |
| Q3 2026 | $285K |
| Q3 2026 | $339K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $339K | 6.9K | — | — |
| Q3 2026 | $285K | 5.7K | — | — |
| Q3 2026 | $4.4M | 44.1K | — | — |
| Q3 2026 | $348K | 8.2K | — | — |
| Q3 2026 | $276K | 10.9K | — | — |
| Q2 2026 | $349K | 6.9K | — | — |
| Q2 2026 | $299K | 5.7K | — | — |
| Q2 2026 | $2.6M | 25.5K | — | — |
| Q2 2026 | $370K | 8.1K | — | — |
| Q1 2026 | $347K | 6.9K | — | — |
| Q1 2026 | $2.6M | 26.2K | — | — |
| Q4 2025 | $376K | 7.5K | — | — |
| Q4 2025 | $293K | 5.6K | — | — |
| Q4 2025 | $3M | 29.6K | — | — |
| Q4 2025 | $353K | 7.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M