Back to PDI
PUFF WEALTH MANAGEMENT, LLC → PDI
PUFF WEALTH MANAGEMENT, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
3
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $882K |
| Q2 2026 | $2.9M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 124.8K | — | — |
| Q2 2026 | $2.9M | 108.3K | — | — |
| Q4 2025 | $882K | 33.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M