Baird Financial Group
PDX

Baird Financial Group’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Baird Financial Group’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
2025
Q4 		– Sell
-12,800
Closed -$319K – 1846
2025
Q3 		$319K Buy
12,800
+2,500
+24% +$61.4K ﹤0.01% 1615
2025
Q2 		$254K Sell
10,300
-1,481
-13% -$33.7K ﹤0.01% 1635
2025
Q1 		$289K Buy
11,781
+2,851
+32% +$72.9K ﹤0.01% 1578
2024
Q4 		$233K Buy
+8,930
New +$223K ﹤0.01% 1636
2024
Q3 		– Sell
-9,612
Closed -$214K – 1812
2024
Q2 		$214K Buy
+9,612
New +$205K ﹤0.01% 1656

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group's PDX Position: Q4 2025 in Review

Baird Financial Group sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2025, closing a stake of 12,800 shares — an estimated $319K sold.

Baird Financial Group first reported a position in PDX in Q2 2024 and held it in 5 quarters. The position peaked at $319K in Q3 2025. 94 funds tracked by Wall St. Rank hold PDX as of Q4 2025.

  • Baird Financial Group reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Baird Financial Group sold 12,800 PIMCO Dynamic Income Strategy Fund shares in Q4 2025, an estimated $319K.
  • Baird Financial Group first reported a position in PIMCO Dynamic Income Strategy Fund in Q2 2024 and held it in 5 quarters.
  • Baird Financial Group's PIMCO Dynamic Income Strategy Fund position peaked at $319K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2025.

Based on Baird Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.