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WEBSTERROGERS FINANCIAL ADVISORS, LLC → PDI
WEBSTERROGERS FINANCIAL ADVISORS, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
4
Latest value
$8.2M
Q3 2026
Peak value
$8.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.7M |
| Q1 2026 | $8.1M |
| Q2 2026 | $8.2M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 165.4K | — | — |
| Q2 2026 | $8.2M | 161.6K | — | — |
| Q1 2026 | $8.1M | 160.9K | — | — |
| Q4 2025 | $7.7M | 152.3K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M