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RAINEY & RANDALL WEALTH ADVISORS INC. → PDI

RAINEY & RANDALL WEALTH ADVISORS INC. PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
10
Latest value
$713K
Q3 2026
Peak value
$26.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$14.8M
Q3 2025$430K
Q4 2025$17.9M
Q4 2025$427K
Q1 2026$20.4M
Q1 2026$848K
Q2 2026$24.9M
Q2 2026$859K
Q3 2026$26.8M
Q3 2026$713K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$713K7.9K——
Q3 2026$26.8M1.06M——
Q2 2026$859K9.2K——
Q2 2026$24.9M938.5K——
Q1 2026$848K9.1K——
Q1 2026$20.4M778.3K——
Q4 2025$427K4.5K——
Q4 2025$17.9M670.2K——
Q3 2025$430K4.5K——
Q3 2025$14.8M551.4K——

Other funds holding PDI

Other RAINEY & RANDALL WEALTH ADVISORS INC. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$112.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$105.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$105.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$101.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$101M
SCHW-PJ

SCHWAB STRATEGIC TR

$98.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$91.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$90.8M