Position in PDI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,341,137
New position
Shares Held
370,610
first reported quarter
Ownership
0.080%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Destiny Wealth Partners, LLC holds $14,528,815 across 28 Asset Management names. PDI ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
This page
|
370,610 | $6,341,137 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
84,649 | $2,005,334 | |
| 3 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
119,355 | $1,721,099 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
43,861 | $1,069,769 | |
| 5 | BLK |
BlackRock, Inc.
|
860 | $827,070 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
50,744 | $628,718 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
54,911 | $616,650 | |
| 8 | BX |
Blackstone Inc.
|
3,651 | $419,828 |
All Filings in PDI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,341,137 | 370,610 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||