FFA
PDX

Farther Finance Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Farther Finance 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 		– Sell
-1,000
Closed -$21.5K – 6080
2026
Q1 		$21.5K Buy
+1,000
New +$20.3K ﹤0.01% 3606
2025
Q1 		– Sell
-600
Closed -$15.7K – 4386
2024
Q4 		$15.7K Buy
+600
New +$15K ﹤0.01% 2188

Other funds holding PDX

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's PDX Position: Q2 2026 in Review

Farther Finance Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2026, closing a stake of 1,000 shares — an estimated $21.5K sold.

Farther Finance Advisors first reported a position in PDX in Q4 2024 and held it in 2 quarters. The position peaked at $21.5K in Q1 2026. 10 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

  • Farther Finance Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 1,000 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $21.5K.
  • Farther Finance Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and held it in 2 quarters.
  • Farther Finance Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $21.5K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.