Skip to main content

Benchmark Financial, LLC

SEC CIK
0002107260
Latest filing
Jul 21, 2026

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by Benchmark Financial, 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 (Q2 2026)
59,542
Value
$994.4K
% of portfolio
0.8%
Quarters held
3
Since Q4 2025
Holdings of PDI by Benchmark Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,542$994.4K0.8%00.0%UnchangedHolders
Q1 202659,542$1.02M0.9%00.0%UnchangedHolders
Q4 202559,542$1.05M1.1%–No prior filingHolders