Position in PDI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,856,273
New position
Shares Held
342,272
first reported quarter
Ownership
0.074%
of shares outstanding
% of Portfolio
50.49%
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, 2026Sentinel Advisory Group, LLC holds $6,182,211 across 2 Asset Management names. PDI ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
This page
|
342,272 | $5,856,273 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
19,623 | $325,938 |
All Filings in PDI
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,856,273 | 342,272 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||