Back to PDI

Refined Wealth Management → PDI

Refined Wealth Management PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
3
Latest value
$8.7M
Q3 2026
Peak value
$8.7M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$8.1M
Q2 2026$8.4M
Q3 2026$8.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.7M344.1K——
Q2 2026$8.4M317.9K——
Q1 2026$8.1M310.5K——

Other funds holding PDI

Other Refined Wealth Management positions

VGES

VANGUARD TAX-MANAGED FDS

$21.3M
VGES

VANGUARD TAX-MANAGED FDS

$20M
COIN

COINBASE GLOBAL INC

$19.6M
QQQ

INVESCO QQQ TR

$18M
VGES

VANGUARD TAX-MANAGED FDS

$17.9M
VGES

VANGUARD WORLD FD

$17.1M
QQQ

INVESCO QQQ TR

$17M
VGES

VANGUARD WORLD FD

$16.7M