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WESPAC Advisors SoCal, LLC → PDI
WESPAC Advisors SoCal, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$13.5M
Q3 2026
Peak value
$13.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.7M |
| Q4 2025 | $8.9M |
| Q1 2026 | $10.1M |
| Q2 2026 | $10.8M |
| Q3 2026 | $13.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.5M | 530.9K | — | — |
| Q2 2026 | $10.8M | 408.1K | — | — |
| Q1 2026 | $10.1M | 385.4K | — | — |
| Q4 2025 | $8.9M | 334.4K | — | — |
| Q3 2025 | $8.7M | 323.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M