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Integrated Wealth Management → PDI
Integrated Wealth Management PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q1 2026 | $1M |
| Q2 2026 | $2.9M |
| Q2 2026 | $223K |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 29.5K | — | — |
| Q2 2026 | $223K | 3.5K | — | — |
| Q2 2026 | $2.9M | 28.4K | — | — |
| Q1 2026 | $1M | 10.2K | — | — |
| Q4 2025 | $2.1M | 20.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M