Back to PDI
Goldstein Advisors, LLC PDI Position History
PIMCO Dynamic Income Fund
Quarters held
15
Latest value
$241K
Q3 2026
Peak value
$29.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $225K |
| Q3 2025 | $24.6M |
| Q3 2025 | $210K |
| Q4 2025 | $254K |
| Q4 2025 | $25M |
| Q4 2025 | $211K |
| Q1 2026 | $251K |
| Q1 2026 | $26M |
| Q1 2026 | $210K |
| Q2 2026 | $258K |
| Q2 2026 | $29.2M |
| Q2 2026 | $249K |
| Q3 2026 | $252K |
| Q3 2026 | $28.7M |
| Q3 2026 | $241K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $241K | 4.9K | — | — |
| Q3 2026 | $28.7M | 329.8K | — | — |
| Q3 2026 | $252K | 9.9K | — | — |
| Q2 2026 | $249K | 4.7K | — | — |
| Q2 2026 | $29.2M | 316.9K | — | — |
| Q2 2026 | $258K | 9.7K | — | — |
| Q1 2026 | $210K | 4.0K | — | — |
| Q1 2026 | $26M | 281.5K | — | — |
| Q1 2026 | $251K | 9.6K | — | — |
| Q4 2025 | $211K | 4.0K | — | — |
| Q4 2025 | $25M | 269.0K | — | — |
| Q4 2025 | $254K | 9.5K | — | — |
| Q3 2025 | $210K | 4.0K | — | — |
| Q3 2025 | $24.6M | 263.6K | — | — |
| Q3 2025 | $225K | 8.4K | — | — |
Other funds holding PDI
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$3.2B
$3.2B
$3.1B
$930.9M
$907.9M
$902.4M
$895.9M