EPW
PDX

Evolve Private Wealth’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Evolve Private Wealth’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 		$528K Buy
23,945
+5,190
+28% +$105K 0.03% 554
2025
Q4 		$410K Buy
+18,755
New +$411K 0.02% 611

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

Evolve Private Wealth's PDX Position: Q1 2026 in Review

Evolve Private Wealth increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 28% in Q1 2026, buying an estimated $105K and bringing the position to 23,945 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #554.

Evolve Private Wealth first reported a position in PDX in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • Evolve Private Wealth held 23,945 shares of PIMCO Dynamic Income Strategy Fund worth $528K as of Q1 2026.
  • Evolve Private Wealth bought 5,190 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $105K.
  • PIMCO Dynamic Income Strategy Fund made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #554 holding.
  • Evolve Private Wealth first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.