Back to PDI
FORTERIS WEALTH MANAGEMENT INC. → PDI
FORTERIS WEALTH MANAGEMENT INC. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 28.7K | — | — |
| Q2 2026 | $2.6M | 28.0K | — | — |
| Q1 2026 | $2.6M | 27.8K | — | — |
| Q4 2025 | $2.4M | 26.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M