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Summit Financial Consulting LLC → PDI
Summit Financial Consulting LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
8
Latest value
$815K
Q3 2026
Peak value
$989K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $848K |
| Q4 2025 | $736K |
| Q1 2026 | $956K |
| Q1 2026 | $769K |
| Q2 2026 | $988K |
| Q2 2026 | $798K |
| Q3 2026 | $989K |
| Q3 2026 | $815K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $815K | 16.5K | — | — |
| Q3 2026 | $989K | 19.9K | — | — |
| Q2 2026 | $798K | 15.8K | — | — |
| Q2 2026 | $988K | 18.8K | — | — |
| Q1 2026 | $769K | 15.3K | — | — |
| Q1 2026 | $956K | 18.3K | — | — |
| Q4 2025 | $736K | 14.6K | — | — |
| Q4 2025 | $848K | 16.2K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M