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Mokosak Advisory Group, LLC → PDI

Mokosak Advisory Group, LLC PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
4
Latest value
$26.6M
Q3 2026
Peak value
$26.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$23.4M
Q1 2026$25M
Q2 2026$26.4M
Q3 2026$26.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$26.6M290.2K——
Q2 2026$26.4M272.4K——
Q1 2026$25M257.9K——
Q4 2025$23.4M238.8K——

Other funds holding PDI

Other Mokosak Advisory Group, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$104.9M
SCHW-PJ

SCHWAB U.S. LARGE-CAP

$101.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$91.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$90.3M
VGES

VANGUARD INDEX FDS

$79.7M
VGES

VANGUARD MORNINGSTAR

$76.6M
VGES

VANGUARD INDEX FDS

$70.5M
VGES

VANGUARD INDEX FDS

$68.5M