Position in PDI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$342,200
+$323,748 QoQ
Shares Held
20,000
+1845.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026AdvisorNet Financial, Inc holds $13,177,927 across 99 Asset Management names. PDI ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
502,990 | $6,116,358 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
31,579 | $1,119,159 | |
| 3 | BX |
Blackstone Inc.
|
8,154 | $937,628 | |
| 4 | NXP |
Nuveen Select Tax Free Income Portfolio
|
58,025 | $832,658 | |
| 5 | BLK |
BlackRock, Inc.
|
628 | $603,953 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
8,150 | $388,918 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
This page
|
20,000 | $342,200 | |
| 8 | ARCC |
Ares Capital Corp
|
10,293 | $185,479 |
All Filings in PDI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,200 | 20,000 | Shares | Sole | 2026-04-17 | |
| 2023-12-31 | $18,452 | 1,028 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $17,124 | 991 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $17,925 | 956 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $16,632 | 923 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,484 | 892 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $16,744 | 864 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $17,489 | 838 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $19,861 | 815 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $46,638 | 1,800 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $20,572 | 774 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $21,809 | 757 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $20,831 | 740 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $34,015 | 1,287 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $56,121 | 2,213 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $53,592 | 2,168 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $46,941 | 2,125 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||