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Treasure Coast Financial Planning → PDI
Treasure Coast Financial Planning PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
8
Latest value
$6.9M
Q3 2026
Peak value
$9.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q4 2025 | $8.6M |
| Q1 2026 | $7.7M |
| Q1 2026 | $7.1M |
| Q2 2026 | $8.2M |
| Q2 2026 | $7.2M |
| Q3 2026 | $9.6M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 79.9K | — | — |
| Q3 2026 | $9.6M | 102.1K | — | — |
| Q2 2026 | $7.2M | 78.3K | — | — |
| Q2 2026 | $8.2M | 85.9K | — | — |
| Q1 2026 | $7.1M | 77.1K | — | — |
| Q1 2026 | $7.7M | 80.7K | — | — |
| Q4 2025 | $8.6M | 92.3K | — | — |
| Q4 2025 | $4.3M | 44.9K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M