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USAdvisors Wealth Management, LLC → PDI
USAdvisors Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
10
Latest value
$7.8M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $6.4M |
| Q4 2025 | $5.6M |
| Q4 2025 | $7.2M |
| Q1 2026 | $5.7M |
| Q1 2026 | $7.5M |
| Q2 2026 | $5.6M |
| Q2 2026 | $7.9M |
| Q3 2026 | $5.3M |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 89.3K | — | — |
| Q3 2026 | $5.3M | 209.5K | — | — |
| Q2 2026 | $7.9M | 85.3K | — | — |
| Q2 2026 | $5.6M | 210.9K | — | — |
| Q1 2026 | $7.5M | 81.1K | — | — |
| Q1 2026 | $5.7M | 219.2K | — | — |
| Q4 2025 | $7.2M | 77.3K | — | — |
| Q4 2025 | $5.6M | 208.8K | — | — |
| Q3 2025 | $6.4M | 68.6K | — | — |
| Q3 2025 | $2.6M | 97.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M