Convergence Financial, LLC

SEC CIK: 0002034001
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

PDI holding history

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

PDI overview All 13F holders of PDI Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of PDI by Convergence Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−11,405−100.0%	Sold out	Holders
Q1 2026	11,405	$195.2K	<0.1%	+11,405	New	Holders
Q4 2023	0	$0	0.0%	−13,357−100.0%	Sold out	Holders
Q3 2023	13,357	$230.8K	0.1%	+13,357	New	Holders