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Shotwell Rutter Baer Inc → PDI
Shotwell Rutter Baer Inc PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
4
Latest value
$6.9M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.6M |
| Q1 2026 | $7.2M |
| Q2 2026 | $7.1M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 138.0K | — | — |
| Q2 2026 | $7.1M | 134.8K | — | — |
| Q1 2026 | $7.2M | 138.8K | — | — |
| Q4 2025 | $8.6M | 162.7K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M