Back to PDI
Johnson & White Wealth Management, LLC → PDI
Johnson & White Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
4
Latest value
$14M
Q3 2026
Peak value
$14M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.2M |
| Q1 2026 | $10.9M |
| Q2 2026 | $12.3M |
| Q3 2026 | $14M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14M | 551.0K | — | — |
| Q2 2026 | $12.3M | 463.9K | — | — |
| Q1 2026 | $10.9M | 415.6K | — | — |
| Q4 2025 | $9.2M | 344.2K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M