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Meadowbrook Wealth Management, LLC → PDI
Meadowbrook Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
6
Latest value
$1.5M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $829K |
| Q4 2025 | $690K |
| Q2 2026 | $245K |
| Q2 2026 | $1.8M |
| Q3 2026 | $268K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 107.8K | — | — |
| Q3 2026 | $268K | 13.2K | — | — |
| Q2 2026 | $1.8M | 110.6K | — | — |
| Q2 2026 | $245K | 11.7K | — | — |
| Q4 2025 | $690K | 39.0K | — | — |
| Q3 2025 | $829K | 41.9K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M