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VICTORY FINANCIAL GROUP, LLC → PDI

VICTORY FINANCIAL GROUP, LLC PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
5
Latest value
$20.6M
Q3 2026
Peak value
$21.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.1M
Q4 2025$14.9M
Q1 2026$21.2M
Q2 2026$20.1M
Q3 2026$20.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.6M809.8K——
Q2 2026$20.1M758.3K——
Q1 2026$21.2M809.0K——
Q4 2025$14.9M559.0K——
Q3 2025$13.1M486.8K——

Other funds holding PDI

Other VICTORY FINANCIAL GROUP, LLC positions

ETHA

ISHARES TR

$138M
ETHA

ISHARES TR

$131.7M
ETHA

ISHARES TR

$124.2M
ETHA

ISHARES TR

$120.9M
ETHA

ISHARES TR

$115.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$50.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$48M