Back to PDI

Weaver Consulting Group → PDI

Weaver Consulting Group PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
6
Latest value
$999K
Q3 2026
Peak value
$9.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q4 2025$2.5M
Q1 2026$4.5M
Q2 2026$7.2M
Q3 2026$9.1M
Q3 2026$999K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$999K9.9K——
Q3 2026$9.1M359.0K——
Q2 2026$7.2M272.5K——
Q1 2026$4.5M171.8K——
Q4 2025$2.5M93.2K——
Q3 2025$1.5M56.3K——

Other funds holding PDI

Other Weaver Consulting Group positions

ETHA

ISHARES TR

$21.3M
ETHA

ISHARES TR

$21.1M
ETHA

ISHARES TR

$19.9M
ETHA

ISHARES TR

$19.7M
ETHA

ISHARES TR

$18.8M
VGES

VANGUARD INDEX FDS

$15.6M
NVDA

NVIDIA CORPORATION

$14.3M
VGES

VANGUARD INDEX FDS

$13.5M