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Sprinkle Financial Consultants LLC → PDI

Sprinkle Financial Consultants LLC PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
9
Latest value
$984K
Q3 2026
Peak value
$5.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.9M
Q4 2025$2.9M
Q1 2026$3M
Q1 2026$4.5M
Q2 2026$3.4M
Q2 2026$5.6M
Q3 2026$4.4M
Q3 2026$5.8M
Q3 2026$984K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$984K19.8K——
Q3 2026$5.8M136.6K——
Q3 2026$4.4M175.1K——
Q2 2026$5.6M122.8K——
Q2 2026$3.4M127.1K——
Q1 2026$4.5M98.7K——
Q1 2026$3M113.0K——
Q4 2025$2.9M63.3K——
Q4 2025$2.9M108.2K——

Other funds holding PDI

Other Sprinkle Financial Consultants LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$25M
SCHW-PJ

SCHWAB STRATEGIC TR

$24.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$21.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.4M