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

Concurrent Investment 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
Q3 		$718K Buy
35,348
+889
+3% +$18.9K 0.01% 1355
2026
Q2 		$717K Buy
34,459
+9
+0% +$190 0.01% 1188
2026
Q1 		$760K Buy
+34,450
New +$699K 0.01% 1004

Other funds holding PDX

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Concurrent Investment Advisors's PDX Position: Q3 2026 in Review

Concurrent Investment Advisors increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 2.6% in Q3 2026, buying an estimated $18.9K and bringing the position to 35,348 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #1355.

Concurrent Investment Advisors first reported a position in PDX in Q1 2026 and has held it in 3 quarters since. The position peaked at $760K in Q1 2026. 10 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

  • Concurrent Investment Advisors held 35,348 shares of PIMCO Dynamic Income Strategy Fund worth $718K as of Q3 2026.
  • Concurrent Investment Advisors bought 889 PIMCO Dynamic Income Strategy Fund shares in Q3 2026, an estimated $18.9K.
  • PIMCO Dynamic Income Strategy Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1355 holding.
  • Concurrent Investment Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2026 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $760K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.