Back to PDI
SFG Wealth Management, LLC. → PDI
SFG Wealth Management, LLC. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
15
Latest value
$3.8M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3.5M |
| Q1 2026 | $219K |
| Q1 2026 | $3.8M |
| Q2 2026 | $3.7M |
| Q2 2026 | $1.5M |
| Q2 2026 | $261K |
| Q2 2026 | $391K |
| Q2 2026 | $4.3M |
| Q2 2026 | $866K |
| Q2 2026 | $929K |
| Q3 2026 | $3.8M |
| Q3 2026 | $220K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 38.0K | — | — |
| Q3 2026 | $220K | 8.7K | — | — |
| Q3 2026 | $3.8M | 37.6K | — | — |
| Q2 2026 | $929K | 18.4K | — | — |
| Q2 2026 | $866K | 16.5K | — | — |
| Q2 2026 | $4.3M | 42.7K | — | — |
| Q2 2026 | $391K | 4.0K | — | — |
| Q2 2026 | $261K | 5.7K | — | — |
| Q2 2026 | $1.5M | 56.6K | — | — |
| Q2 2026 | $3.7M | 37.0K | — | — |
| Q1 2026 | $3.8M | 37.7K | — | — |
| Q1 2026 | $219K | 8.4K | — | — |
| Q1 2026 | $3.5M | 35.1K | — | — |
| Q4 2025 | $3.6M | 36.1K | — | — |
| Q3 2025 | $3.5M | 34.4K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M