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Sanchez Wealth Management Group → PDI
Sanchez Wealth Management Group PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$25.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.6M |
| Q4 2025 | $24M |
| Q1 2026 | $24.4M |
| Q2 2026 | $25.5M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 48.5K | — | — |
| Q2 2026 | $25.5M | 962.2K | — | — |
| Q1 2026 | $24.4M | 930.3K | — | — |
| Q4 2025 | $24M | 900.6K | — | — |
| Q3 2025 | $24.6M | 917.4K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M