Pensionmark Financial Group »

Pimco Dynamic Incm Fund shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Dynamic Incm Fund by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $466k 24k 19.80
2025-06-30 $1.8M 97k 18.97
2025-03-31 $5.9M 300k 19.80
2024-09-30 $250k 12k 20.27
2022-12-31 $276k 15k 18.70
2021-12-31 $545k 22k 24.97