CIA
PDX

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
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

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

Concurrent Investment Advisors's PDX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 0.03% in Q2 2026, buying an estimated $190 and bringing the position to 34,459 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #1188.

Concurrent Investment Advisors first reported a position in PDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $760K in Q1 2026. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Concurrent Investment Advisors held 34,459 shares of PIMCO Dynamic Income Strategy Fund worth $717K as of Q2 2026.
  • Concurrent Investment Advisors bought 9 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $190.
  • PIMCO Dynamic Income Strategy Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1188 holding.
  • Concurrent Investment Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $760K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

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