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MinichMacGregor Wealth Management, LLC → PDI
MinichMacGregor Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund
Quarters held
15
Latest value
$9.4M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19.3M |
| Q3 2025 | $306K |
| Q3 2025 | $10.2M |
| Q4 2025 | $20.7M |
| Q4 2025 | $293K |
| Q4 2025 | $11.2M |
| Q1 2026 | $21.9M |
| Q1 2026 | $333K |
| Q1 2026 | $12.5M |
| Q2 2026 | $23.4M |
| Q2 2026 | $474K |
| Q2 2026 | $13.5M |
| Q3 2026 | $23.4M |
| Q3 2026 | $538K |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 93.4K | — | — |
| Q3 2026 | $538K | 11.0K | — | — |
| Q3 2026 | $23.4M | 920.4K | — | — |
| Q2 2026 | $13.5M | 133.5K | — | — |
| Q2 2026 | $474K | 9.2K | — | — |
| Q2 2026 | $23.4M | 883.7K | — | — |
| Q1 2026 | $12.5M | 124.6K | — | — |
| Q1 2026 | $333K | 6.6K | — | — |
| Q1 2026 | $21.9M | 834.9K | — | — |
| Q4 2025 | $11.2M | 111.6K | — | — |
| Q4 2025 | $293K | 5.7K | — | — |
| Q4 2025 | $20.7M | 776.4K | — | — |
| Q3 2025 | $10.2M | 101.6K | — | — |
| Q3 2025 | $306K | 5.9K | — | — |
| Q3 2025 | $19.3M | 719.3K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$930.9M
$907.9M
$902.4M
$895.9M