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SimpliFi, Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
4
Latest value
$9.5M
Q3 2026
Peak value
$9.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.8M |
| Q1 2026 | $9.8M |
| Q2 2026 | $9.9M |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 109.1K | — | — |
| Q2 2026 | $9.9M | 107.9K | — | — |
| Q1 2026 | $9.8M | 106.6K | — | — |
| Q4 2025 | $9.8M | 105.3K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M