Brown Advisory’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Brown Advisory’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	$265K	Buy	+12,022	New	+$244K	﹤0.01%	1254

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

Brown Advisory's PDX Position: Q1 2026 in Review

Brown Advisory opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2026: 12,022 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings.

101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

Brown Advisory held 12,022 shares of PIMCO Dynamic Income Strategy Fund worth $265K as of Q1 2026.
PIMCO Dynamic Income Strategy Fund was a new Brown Advisory position in Q1 2026.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1254 holding.
101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.