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Johnson Financial Group, LLC → PDI

Johnson Financial Group, LLC PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
4
Latest value
$4.4M
Q3 2026
Peak value
$120.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$120.3M
Q1 2026$9.2M
Q2 2026$5.5M
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M44.0K——
Q2 2026$5.5M54.7K——
Q1 2026$9.2M91.1K——
Q4 2025$120.3M1.20M——

Other funds holding PDI

Other Johnson Financial Group, LLC positions

VGES

VANGUARD INDEX FDS

$1.1B
VGES

VANGUARD INDEX FDS

$932.8M
VGES

VANGUARD INDEX FDS

$790.7M
VGES

VANGUARD INDEX FDS

$763.8M
VGES

VANGUARD TAX-MANAGED FDS

$262.4M
VGES

VANGUARD TAX-MANAGED FDS

$240.8M
VGES

VANGUARD TAX-MANAGED FDS

$234.2M
VGES

VANGUARD TAX-MANAGED FDS

$228.5M