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Wilkerson Advisory Group LLC → PDI
Wilkerson Advisory Group LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
12
Latest value
$15K
Q3 2026
Peak value
$13.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.6M |
| Q4 2025 | $2.8M |
| Q4 2025 | $17K |
| Q1 2026 | $12.1M |
| Q1 2026 | $2.9M |
| Q1 2026 | $17K |
| Q2 2026 | $13M |
| Q2 2026 | $3.1M |
| Q2 2026 | $17K |
| Q3 2026 | $13.2M |
| Q3 2026 | $3.3M |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 1.1K | — | — |
| Q3 2026 | $3.3M | 37.6K | — | — |
| Q3 2026 | $13.2M | 521.6K | — | — |
| Q2 2026 | $17K | 1.0K | — | — |
| Q2 2026 | $3.1M | 34.0K | — | — |
| Q2 2026 | $13M | 488.7K | — | — |
| Q1 2026 | $17K | 996 | — | — |
| Q1 2026 | $2.9M | 31.9K | — | — |
| Q1 2026 | $12.1M | 462.2K | — | — |
| Q4 2025 | $17K | 961 | — | — |
| Q4 2025 | $2.8M | 30.6K | — | — |
| Q4 2025 | $11.6M | 433.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
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SPY
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VCTR
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VCTR
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VCTR
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