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Gradient Investments LLC → PDI
Gradient Investments LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
14
Latest value
$252K
Q3 2026
Peak value
$62.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $55.5M |
| Q4 2025 | $716K |
| Q4 2025 | $436K |
| Q1 2026 | $56.9M |
| Q1 2026 | $469K |
| Q1 2026 | $293K |
| Q2 2026 | $62.2M |
| Q2 2026 | $491K |
| Q2 2026 | $304K |
| Q2 2026 | $223K |
| Q3 2026 | $60.4M |
| Q3 2026 | $351K |
| Q3 2026 | $212K |
| Q3 2026 | $252K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $252K | 17.9K | — | — |
| Q3 2026 | $212K | 4.3K | — | — |
| Q3 2026 | $351K | 7.1K | — | — |
| Q3 2026 | $60.4M | 1.23M | — | — |
| Q2 2026 | $223K | 13.4K | — | — |
| Q2 2026 | $304K | 6.0K | — | — |
| Q2 2026 | $491K | 9.3K | — | — |
| Q2 2026 | $62.2M | 1.21M | — | — |
| Q1 2026 | $293K | 5.8K | — | — |
| Q1 2026 | $469K | 9.0K | — | — |
| Q1 2026 | $56.9M | 1.12M | — | — |
| Q4 2025 | $436K | 8.7K | — | — |
| Q4 2025 | $716K | 13.7K | — | — |
| Q4 2025 | $55.5M | 1.08M | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M