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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by Summit Trail Advisors, LLC, 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 (Q4 2021)
0
Sold out in Q4 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2021
Holdings of PDI by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20210$00.0%−11,752−100.0%Sold outHolders
Q3 202111,752$312.0K<0.1%+11,752NewHolders