CG
PDX

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
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 $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cynosure Group's PDX Position: Q1 2026 in Review

Cynosure Group opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2026: 10,158 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: Cynosure Group previously reported a position in PDX as recently as Q3 2025.

Cynosure Group first reported a position in PDX in Q4 2024 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • Cynosure Group held 10,158 shares of PIMCO Dynamic Income Strategy Fund worth $224K as of Q1 2026.
  • PIMCO Dynamic Income Strategy Fund was a new Cynosure Group position in Q1 2026.
  • PIMCO Dynamic Income Strategy Fund made up 0.03% of Cynosure Group's portfolio in Q1 2026, its #193 holding.
  • Cynosure Group first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.