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Summit Financial Wealth Advisors, LLC → PDI
Summit Financial Wealth Advisors, LLC PDI Position History
PIMCO Dynamic Income Fund
Quarters held
8
Latest value
$366K
Q3 2026
Peak value
$32.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $27.9M |
| Q4 2025 | $437K |
| Q1 2026 | $30.6M |
| Q1 2026 | $488K |
| Q2 2026 | $32M |
| Q2 2026 | $436K |
| Q3 2026 | $32.9M |
| Q3 2026 | $366K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $366K | 26.1K | — | — |
| Q3 2026 | $32.9M | 325.7K | — | — |
| Q2 2026 | $436K | 26.1K | — | — |
| Q2 2026 | $32M | 316.8K | — | — |
| Q1 2026 | $488K | 28.5K | — | — |
| Q1 2026 | $30.6M | 302.9K | — | — |
| Q4 2025 | $437K | 24.7K | — | — |
| Q4 2025 | $27.9M | 276.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$930.9M
$907.9M
$902.4M
$895.9M