Ancora Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Ancora Advisors’s Portfolio PDX Stock Details PDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110K	Hold	5,000	–	–	﹤0.01%	880
2025 Q4	$93.9K	Hold	5,000	–	–	﹤0.01%	934
2025 Q3	$125K	Hold	5,000	–	–	﹤0.01%	819
2025 Q2	$123K	Hold	5,000	–	–	﹤0.01%	832
2025 Q1	$123K	Hold	5,000	–	–	﹤0.01%	813
2024 Q4	$131K	Hold	5,000	–	–	﹤0.01%	808
2024 Q3	$118K	Hold	5,000	–	–	﹤0.01%	788
2024 Q2	$111K	Hold	5,000	–	–	﹤0.01%	783
2024 Q1	$106K	Hold	5,000	–	–	﹤0.01%	793
2023 Q4	$102K	Hold	5,000	–	–	﹤0.01%	793
2023 Q3	$99.2K	Hold	5,000	–	–	﹤0.01%	784
2023 Q2	$78.8K	Hold	5,000	–	–	﹤0.01%	822
2023 Q1	$73K	Hold	5,000	–	–	﹤0.01%	836
2022 Q4	$75K	Hold	5,000	–	–	﹤0.01%	884
2022 Q3	$68K	Hold	5,000	–	–	﹤0.01%	999
2022 Q2	$64K	Hold	5,000	–	–	﹤0.01%	1096
2022 Q1	$74K	Hold	5,000	–	–	﹤0.01%	1117
2021 Q4	$64K	Hold	5,000	–	–	﹤0.01%	1153
2021 Q3	$61K	Hold	5,000	–	–	﹤0.01%	1116
2021 Q2	$62K	Hold	5,000	–	–	﹤0.01%	1022
2021 Q1	$52K	Hold	5,000	–	–	﹤0.01%	1049
2020 Q4	$40K	Hold	5,000	–	–	﹤0.01%	934
2020 Q3	$31K	Hold	5,000	–	–	﹤0.01%	942
2020 Q2	$35K	Hold	5,000	–	–	﹤0.01%	893
2020 Q1	$27K	Buy	+5,000	New	+$65.9K	﹤0.01%	1006

Other funds holding PDX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ancora Advisors's PDX Position: Q1 2026 in Review

Ancora Advisors held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q1 2026 at 5,000 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Ancora Advisors first reported a position in PDX in Q1 2020 and has held it in 25 quarters since. The position peaked at $131K in Q4 2024. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

Ancora Advisors held 5,000 shares of PIMCO Dynamic Income Strategy Fund worth $110K as of Q1 2026.
Ancora Advisors left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q1 2026.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #880 holding.
Ancora Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2020 and has held it in 25 quarters since.
Ancora Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $131K in Q4 2024.
101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.