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SENTINEL PENSION ADVISORS, LLC → PDI
SENTINEL PENSION ADVISORS, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
8
Latest value
$6.5M
Q3 2026
Peak value
$10.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.2M |
| Q4 2025 | $4.7M |
| Q1 2026 | $9.4M |
| Q1 2026 | $5.5M |
| Q2 2026 | $10.3M |
| Q2 2026 | $6.1M |
| Q3 2026 | $10.4M |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 64.2K | — | — |
| Q3 2026 | $10.4M | 411.4K | — | — |
| Q2 2026 | $6.1M | 60.3K | — | — |
| Q2 2026 | $10.3M | 392.2K | — | — |
| Q1 2026 | $5.5M | 54.5K | — | — |
| Q1 2026 | $9.4M | 358.3K | — | — |
| Q4 2025 | $4.7M | 47.3K | — | — |
| Q4 2025 | $9.2M | 345.5K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M