Position in PDI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$776,884
-$54,559 QoQ
Shares Held
46,520
-4.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#145
of 376 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mach-1 Financial Group, LLC holds $1,560,168 across 3 Asset Management names. PDI ranks #1 (49.8% of the industry book) .
All Filings in PDI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,884 | 46,520 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $831,443 | 48,594 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $848,238 | 47,896 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $439,326 | 23,159 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||