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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDI overviewAll 13F holders of PDIFull Q2 2026 holdings

Shares (Q2 2026)
24,373
Value
$407.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PDI by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,373$407.0K<0.1%+490+2.1%AddedHolders
Q1 202623,883$408.6K<0.1%00.0%UnchangedHolders
Q4 202523,883$423.0K<0.1%−8,681−26.7%ReducedHolders
Q3 202532,564$644.8K<0.1%−13,401−29.2%ReducedHolders
Q2 202545,965$872.0K<0.1%00.0%UnchangedHolders
Q1 202545,965$910.1K<0.1%−1,081−2.3%ReducedHolders
Q4 202447,046$862.8K<0.1%−100−0.2%ReducedHolders
Q3 202447,146$955.6K<0.1%−35,500−43.0%ReducedHolders
Q2 202482,646$1.55M0.1%−7,950−8.8%ReducedHolders
Q1 202490,596$1.75M0.1%00.0%UnchangedHolders
Q4 202390,596$1.63M0.1%−9,909−9.9%ReducedHolders
Q3 2023100,505$1.74M0.1%−50,744−33.5%ReducedHolders
Q2 2023151,249$2.84M0.1%+230.0%AddedHolders
Q1 2023151,226$2.73M0.1%+34,988+30.1%AddedHolders
Q4 2022116,238$2.15M0.1%−62,602−35.0%ReducedHolders
Q3 2022178,840$3.47M0.2%−35,321−16.5%ReducedHolders
Q2 2022214,161$4.47M0.2%−1,361−0.6%ReducedHolders
Q1 2022215,522$5.25M0.2%−7,191−3.2%ReducedHolders
Q4 2021222,713$5.77M0.2%+189,317+566.9%AddedHolders
Q3 202133,396$888.0K<0.1%−1,850−5.2%ReducedHolders
Q2 202135,246$1.01M<0.1%+18,375+108.9%AddedHolders
Q1 202116,871$475.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.