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Scott Capital Advisors, LLC → PDI

Scott Capital Advisors, LLC PDI Position History

PIMCO Dynamic Income Fund

Quarters held
4
Latest value
$19.7M
Q3 2026
Peak value
$19.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$297K
Q1 2026$17.2M
Q2 2026$19.6M
Q3 2026$19.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.7M780.3K——
Q2 2026$19.6M740.2K——
Q1 2026$17.2M650.8K——
Q4 2025$297K11.1K——

Other funds holding PDI

Other Scott Capital Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$85.1M
VGES

VANGUARD INDEX FDS

$81.6M
VGES

VANGUARD INDEX FDS

$75.6M
VGES

VANGUARD INDEX FDS

$75.1M
VGES

VANGUARD INDEX FDS

$74.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$54.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.8M