Back to PDI
Horizon Wealth Management, LLC → PDI
Horizon Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$448K
Q3 2026
Peak value
$59.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $56.8M |
| Q4 2025 | $59.2M |
| Q1 2026 | $1.2M |
| Q2 2026 | $499K |
| Q3 2026 | $448K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $448K | 17.6K | — | — |
| Q2 2026 | $499K | 18.8K | — | — |
| Q1 2026 | $1.2M | 46.0K | — | — |
| Q4 2025 | $59.2M | 2.22M | — | — |
| Q3 2025 | $56.8M | 2.12M | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M