CCM
PDX

CFO Capital Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

CFO Capital Management’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 		$301K Sell
13,647
-28,991
-68% -$588K 0.25% 88
2025
Q4 		$801K Buy
+42,638
New +$935K 0.6% 46

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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 $786B AUM 40.34% 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
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

CFO Capital Management's PDX Position: Q1 2026 in Review

CFO Capital Management reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 68% in Q1 2026, selling an estimated $588K and leaving 13,647 shares worth $301K. The position accounts for 0.25% of the portfolio, ranked #88.

CFO Capital Management first reported a position in PDX in Q4 2025 and has held it in 2 quarters since. The position peaked at $801K in Q4 2025. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • CFO Capital Management held 13,647 shares of PIMCO Dynamic Income Strategy Fund worth $301K as of Q1 2026.
  • CFO Capital Management sold 28,991 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $588K.
  • PIMCO Dynamic Income Strategy Fund made up 0.25% of CFO Capital Management's portfolio in Q1 2026, its #88 holding.
  • CFO Capital Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's PIMCO Dynamic Income Strategy Fund position peaked at $801K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.