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WestHill Financial Advisors, Inc. → PDI
WestHill Financial Advisors, Inc. PDI Position History
PIMCO Dynamic Income Fund
Quarters held
8
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $7.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $8M |
| Q2 2026 | $1.2M |
| Q2 2026 | $8.3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 88.5K | — | — |
| Q3 2026 | $1.2M | 49.1K | — | — |
| Q2 2026 | $8.3M | 82.0K | — | — |
| Q2 2026 | $1.2M | 44.1K | — | — |
| Q1 2026 | $8M | 79.7K | — | — |
| Q1 2026 | $1.2M | 44.0K | — | — |
| Q4 2025 | $7.5M | 75.2K | — | — |
| Q4 2025 | $1.2M | 43.5K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$930.9M
$907.9M
$902.4M
$895.9M