Cerity Partners
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Cerity Partners’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Cerity Partners’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 		– Sell
-18,049
Closed -$399K – 3532
2026
Q1 		$399K Buy
+18,049
New +$366K ﹤0.01% 2422
2025
Q4 		– Sell
-8,549
Closed -$213K – 2985
2025
Q3 		$213K Hold
8,549
– – ﹤0.01% 2473
2025
Q2 		$211K Hold
8,549
– – ﹤0.01% 2325
2025
Q1 		$210K Buy
+8,549
New +$219K ﹤0.01% 2198

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UBS Group
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Royal Bank of Canada
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Morgan Stanley
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Williams Jones Wealth Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners's PDX Position: Q2 2026 in Review

Cerity Partners sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2026, closing a stake of 18,049 shares — an estimated $399K sold.

Cerity Partners first reported a position in PDX in Q1 2025 and held it in 4 quarters. The position peaked at $399K in Q1 2026. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Cerity Partners reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 18,049 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $399K.
  • Cerity Partners first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2025 and held it in 4 quarters.
  • Cerity Partners's PIMCO Dynamic Income Strategy Fund position peaked at $399K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.