Back to PDI
Wisconsin Wealth Advisors, LLC → PDI
Wisconsin Wealth Advisors, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
4
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q1 2026 | $2.8M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 115.7K | — | — |
| Q2 2026 | $2.9M | 110.3K | — | — |
| Q1 2026 | $2.8M | 108.0K | — | — |
| Q4 2025 | $2.9M | 108.3K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M