Cerity Partners
PDX

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

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

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.