Meadowbrook Wealth Management, LLC
Position in PDI — PIMCO Dynamic Income Fund
CIK 2090468
GARDEN CITY, NY
Position in PDI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,846,519
+$1,156,626 QoQ
Shares Held
110,570
+183.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#6
of 34 holders
Holding Since
Sep 2025
3 quarters on record
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meadowbrook Wealth Management, LLC holds $3,166,657 across 4 Asset Management names. PDI ranks #1 (58.3% of the industry book) .
All Filings in PDI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,846,519 | 110,570 | Shares | Sole | 2026-07-06 | |
| 2025-12-31 | $689,893 | 38,955 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $828,927 | 41,865 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||