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Planned Solutions, Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$17.5M
Q3 2026
Peak value
$17.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.7M |
| Q4 2025 | $6.8M |
| Q1 2026 | $6.9M |
| Q2 2026 | $6.8M |
| Q3 2026 | $17.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.5M | 173.6K | — | — |
| Q2 2026 | $6.8M | 67.8K | — | — |
| Q1 2026 | $6.9M | 68.6K | — | — |
| Q4 2025 | $6.8M | 67.5K | — | — |
| Q3 2025 | $6.7M | 67.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
Other Planned Solutions, Inc. positions
ETHA
$39.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$36.3MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SCHW-PJ
$32.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30.2MVANECK MORNINGSTAR WIDE MOAT ETF
SCHW-PJ
$30.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30MVANECK MORNINGSTAR WIDE MOAT ETF