Cynosure Group’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Cynosure Group’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	$215K	Buy	10,347 +189	+2%	+$3.99K	0.03%	177
2026 Q1	$224K	Buy	+10,158	New	+$206K	0.03%	193
2025 Q4	–	Sell	-8,526	Closed	-$213K	–	496
2025 Q3	$213K	Buy	8,526 +137	+2%	+$3.37K	0.02%	371
2025 Q2	$207K	Buy	8,389 +143	+2%	+$3.25K	0.02%	375
2025 Q1	$202K	Buy	8,246 +219	+3%	+$5.6K	0.03%	372
2024 Q4	$210K	Buy	+8,027	New	+$200K	0.03%	366

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cynosure Group's PDX Position: Q2 2026 in Review

Cynosure Group increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 1.9% in Q2 2026, buying an estimated $3.99K and bringing the position to 10,347 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #177.

Cynosure Group first reported a position in PDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $224K in Q1 2026. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

Cynosure Group held 10,347 shares of PIMCO Dynamic Income Strategy Fund worth $215K as of Q2 2026.
Cynosure Group bought 189 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $3.99K.
PIMCO Dynamic Income Strategy Fund made up 0.03% of Cynosure Group's portfolio in Q2 2026, its #177 holding.
Cynosure Group first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and has held it in 6 quarters since.
Cynosure Group's PIMCO Dynamic Income Strategy Fund position peaked at $224K in Q1 2026.
106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.