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Pinnacle Financial Group, LLC / IL → PDI
Pinnacle Financial Group, LLC / IL PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
13
Latest value
$11.3M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q3 2025 | $3M |
| Q4 2025 | $4.4M |
| Q4 2025 | $3.5M |
| Q1 2026 | $5M |
| Q1 2026 | $3.7M |
| Q1 2026 | $9M |
| Q2 2026 | $5.3M |
| Q2 2026 | $3.8M |
| Q2 2026 | $10M |
| Q3 2026 | $5.6M |
| Q3 2026 | $3.8M |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 112.3K | — | — |
| Q3 2026 | $3.8M | 43.3K | — | — |
| Q3 2026 | $5.6M | 219.8K | — | — |
| Q2 2026 | $10M | 99.4K | — | — |
| Q2 2026 | $3.8M | 41.6K | — | — |
| Q2 2026 | $5.3M | 199.8K | — | — |
| Q1 2026 | $9M | 90.0K | — | — |
| Q1 2026 | $3.7M | 40.3K | — | — |
| Q1 2026 | $5M | 190.4K | — | — |
| Q4 2025 | $3.5M | 37.6K | — | — |
| Q4 2025 | $4.4M | 165.1K | — | — |
| Q3 2025 | $3M | 32.1K | — | — |
| Q3 2025 | $3.5M | 131.2K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M