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TrustWell Financial Advisors, LLC → PDI
TrustWell Financial Advisors, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
2
Latest value
$954K
Q3 2026
Peak value
$954K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $826K |
| Q3 2026 | $954K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $954K | 10.5K | — | — |
| Q2 2026 | $826K | 8.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M