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XY Planning Network, Inc. → PDI
XY Planning Network, Inc. PDI Position History
PIMCO Dynamic Income Fund
Quarters held
18
Latest value
$12.4M
Q3 2026
Peak value
$12.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q4 2025 | $499K |
| Q4 2025 | $9.8M |
| Q1 2026 | $759K |
| Q1 2026 | $211K |
| Q1 2026 | $589K |
| Q1 2026 | $201K |
| Q1 2026 | $11.3M |
| Q2 2026 | $769K |
| Q2 2026 | $222K |
| Q2 2026 | $635K |
| Q2 2026 | $223K |
| Q2 2026 | $12.3M |
| Q3 2026 | $983K |
| Q3 2026 | $235K |
| Q3 2026 | $834K |
| Q3 2026 | $907K |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 250.4K | — | — |
| Q3 2026 | $907K | 9.0K | — | — |
| Q3 2026 | $834K | 9.6K | — | — |
| Q3 2026 | $235K | 2.5K | — | — |
| Q3 2026 | $983K | 38.7K | — | — |
| Q2 2026 | $12.3M | 234.4K | — | — |
| Q2 2026 | $223K | 2.2K | — | — |
| Q2 2026 | $635K | 6.9K | — | — |
| Q2 2026 | $222K | 2.3K | — | — |
| Q2 2026 | $769K | 29.0K | — | — |
| Q1 2026 | $11.3M | 217.0K | — | — |
| Q1 2026 | $201K | 2.0K | — | — |
| Q1 2026 | $589K | 6.4K | — | — |
| Q1 2026 | $211K | 2.2K | — | — |
| Q1 2026 | $759K | 29.0K | — | — |
| Q4 2025 | $9.8M | 187.3K | — | — |
| Q4 2025 | $499K | 5.4K | — | — |
| Q3 2025 | $7.4M | 143.5K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$930.9M
$907.9M
$902.4M
$895.9M