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HALBERT HARGROVE GLOBAL ADVISORS, LLC → PDI
HALBERT HARGROVE GLOBAL ADVISORS, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
20
Latest value
$6.8M
Q3 2026
Peak value
$8.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $85K |
| Q4 2025 | $8.3M |
| Q4 2025 | $452K |
| Q4 2025 | $7.1M |
| Q4 2025 | $5.1M |
| Q1 2026 | $99K |
| Q1 2026 | $7.8M |
| Q1 2026 | $450K |
| Q1 2026 | $6.6M |
| Q1 2026 | $4.6M |
| Q2 2026 | $94K |
| Q2 2026 | $7.9M |
| Q2 2026 | $445K |
| Q2 2026 | $6.6M |
| Q2 2026 | $5.9M |
| Q3 2026 | $91K |
| Q3 2026 | $7.9M |
| Q3 2026 | $518K |
| Q3 2026 | $6.4M |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 67.8K | — | — |
| Q3 2026 | $6.4M | 74.0K | — | — |
| Q3 2026 | $518K | 5.5K | — | — |
| Q3 2026 | $7.9M | 311.3K | — | — |
| Q3 2026 | $91K | 4.5K | — | — |
| Q2 2026 | $5.9M | 59.0K | — | — |
| Q2 2026 | $6.6M | 71.2K | — | — |
| Q2 2026 | $445K | 4.7K | — | — |
| Q2 2026 | $7.9M | 299.3K | — | — |
| Q2 2026 | $94K | 4.5K | — | — |
| Q1 2026 | $4.6M | 45.4K | — | — |
| Q1 2026 | $6.6M | 72.1K | — | — |
| Q1 2026 | $450K | 4.7K | — | — |
| Q1 2026 | $7.8M | 298.2K | — | — |
| Q1 2026 | $99K | 4.5K | — | — |
| Q4 2025 | $5.1M | 50.4K | — | — |
| Q4 2025 | $7.1M | 76.2K | — | — |
| Q4 2025 | $452K | 4.7K | — | — |
| Q4 2025 | $8.3M | 311.5K | — | — |
| Q4 2025 | $85K | 4.5K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M