Position in PDI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$264,511
-$6,494 QoQ
Shares Held
15,839
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#247
of 376 holders
Holding Since
Jun 2024
9 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, 2026Merkkuri Wealth Advisors LLC holds $544,629 across 2 Asset Management names. PDI ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
15,117 | $280,118 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
This page
|
15,839 | $264,511 |
All Filings in PDI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,511 | 15,839 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $271,005 | 15,839 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $280,508 | 15,839 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $313,612 | 15,839 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $300,465 | 15,839 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $576,556 | 29,119 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $534,042 | 29,119 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $590,242 | 29,119 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $247,125 | 13,138 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||