Position in PDI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$606,498
-$85,219 QoQ
Shares Held
35,447
-9.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Buska Wealth Management, LLC holds $1,448,338 across 5 Asset Management names. PDI ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
This page
|
35,447 | $606,498 | |
| 2 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
21,147 | $273,430 | |
| 3 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
29,435 | $214,286 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
18,407 | $187,199 | |
| 5 | CRF |
Cornerstone Total Return Fund Inc
|
24,018 | $166,925 |
All Filings in PDI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,498 | 35,447 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $691,717 | 39,058 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $884,228 | 44,658 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $470,361 | 24,795 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $461,439 | 23,305 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $308,185 | 16,804 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $213,118 | 10,514 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||