Cambridge Investment Research Advisors
PDX

Cambridge Investment Research Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Cambridge Investment Research 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
Q2 		$5.05M Sell
242,580
-7,420
-3% -$157K 0.01% 1032
2026
Q1 		$5.51M Buy
250,000
+55,735
+29% +$1.13M 0.01% 915
2025
Q4 		$3.65M Buy
194,265
+17,437
+10% +$383K 0.01% 1102
2025
Q3 		$4.41M Sell
176,828
-3,304
-2% -$81.2K 0.01% 983
2025
Q2 		$4.44M Sell
180,132
-6,450
-3% -$147K 0.01% 919
2025
Q1 		$4.58M Buy
186,582
+36,687
+24% +$939K 0.02% 852
2024
Q4 		$3.92M Buy
149,895
+115,907
+341% +$2.89M 0.01% 939
2024
Q3 		$802K Hold
33,988
– – ﹤0.01% 2034
2024
Q2 		$757K Sell
33,988
-4,000
-11% -$85.2K ﹤0.01% 1975
2024
Q1 		$806K Sell
37,988
-7,456
-16% -$149K ﹤0.01% 1879
2023
Q4 		$931K Sell
45,444
-2,206
-5% -$43.4K ﹤0.01% 1696
2023
Q3 		$945K Buy
47,650
+46
+0.1% +$775 ﹤0.01% 1628
2023
Q2 		$750K Sell
47,604
-5,744
-11% -$85.2K ﹤0.01% 1821
2023
Q1 		$779K Sell
53,348
-6,733
-11% -$102K ﹤0.01% 1747
2022
Q4 		$898K Buy
60,081
+1,000
+2% +$15.2K ﹤0.01% 1587
2022
Q3 		$799K Sell
59,081
-10,028
-15% -$145K ﹤0.01% 1628
2022
Q2 		$887K Sell
69,109
-2,050
-3% -$29.8K ﹤0.01% 1562
2022
Q1 		$1.05M Buy
71,159
+25,296
+55% +$351K ﹤0.01% 1542
2021
Q4 		$591K Buy
+45,863
New +$601K ﹤0.01% 1963

Other funds holding PDX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors's PDX Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 3% in Q2 2026, selling an estimated $157K and leaving 242,580 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #1032.

Cambridge Investment Research Advisors first reported a position in PDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.51M in Q1 2026. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Cambridge Investment Research Advisors held 242,580 shares of PIMCO Dynamic Income Strategy Fund worth $5.05M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 7,420 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $157K.
  • PIMCO Dynamic Income Strategy Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1032 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2021 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $5.51M in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.