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Morton Brown Family Wealth, LLC → PDI
Morton Brown Family Wealth, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
6
Latest value
$8.6M
Q3 2026
Peak value
$10M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.9M |
| Q1 2026 | $9.4M |
| Q2 2026 | $10M |
| Q3 2026 | $4K |
| Q3 2026 | $4K |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 172.2K | — | — |
| Q3 2026 | $4K | 101 | — | — |
| Q3 2026 | $4K | 140 | — | — |
| Q2 2026 | $10M | 189.8K | — | — |
| Q1 2026 | $9.4M | 180.6K | — | — |
| Q4 2025 | $8.9M | 170.2K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
Other Morton Brown Family Wealth, LLC positions
SCHW-PJ
$127.6MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$123.4MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$100.9MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$100.8MSCHWAB U.S. BROAD MARKET ETF
VGES
$38.6MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$38MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$32.5MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$30.7MVANGUARD FTSE DEVELOPED MARKETS ETF