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Newman Dignan & Sheerar, Inc. → PDI
Newman Dignan & Sheerar, Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
8
Latest value
$6.9M
Q3 2026
Peak value
$7.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $588K |
| Q4 2025 | $6.2M |
| Q1 2026 | $2.4M |
| Q1 2026 | $6.6M |
| Q2 2026 | $2.5M |
| Q2 2026 | $7.3M |
| Q3 2026 | $2.8M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 138.9K | — | — |
| Q3 2026 | $2.8M | 109.7K | — | — |
| Q2 2026 | $7.3M | 139.3K | — | — |
| Q2 2026 | $2.5M | 94.9K | — | — |
| Q1 2026 | $6.6M | 126.9K | — | — |
| Q1 2026 | $2.4M | 90.4K | — | — |
| Q4 2025 | $6.2M | 118.6K | — | — |
| Q4 2025 | $588K | 22.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M
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