Key Client Fiduciary Advisors, LLC
Position in PDI — PIMCO Dynamic Income Fund
CIK 1912612
Fairfield, NJ
Position in PDI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$650,231
-$45,410 QoQ
Shares Held
38,936
-4.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#159
of 376 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $2,068,435 across 4 Asset Management names. PDI ranks #2 (31.4% of the industry book) .
All Filings in PDI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,231 | 38,936 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $695,641 | 40,657 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $700,873 | 39,575 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $739,470 | 37,347 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $693,106 | 36,537 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $641,361 | 32,392 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $582,331 | 31,752 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $560,749 | 27,664 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $346,104 | 18,400 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $217,977 | 11,300 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||