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SimpliFi, Inc. → PDI

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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$9.5M109.1K——
Q2 2026$9.9M107.9K——
Q1 2026$9.8M106.6K——
Q4 2025$9.8M105.3K——

Other funds holding PDI

Other SimpliFi, Inc. positions

VGES

VANGUARD BD INDEX FDS

$51.5M
VGES

VANGUARD BD INDEX FDS

$50.9M
VGES

VANGUARD BD INDEX FDS

$50.4M
VGES

VANGUARD BD INDEX FDS

$49.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$36M
IVZ

INVESCO EXCHANGE TRADED FD T

$34M
IVZ

INVESCO EXCHANGE TRADED FD T

$32.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$32.8M