FP
PDX

Financial Perspectives’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Financial Perspectives’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
2025
Q4 		– Sell
-3,240
Closed -$80.8K – 736
2025
Q3 		$80.8K Hold
3,240
– – 0.02% 258
2025
Q2 		$79.9K Hold
3,240
– – 0.02% 252
2025
Q1 		$79.5K Hold
3,240
– – 0.03% 240
2024
Q4 		$84.7K Buy
+3,240
New +$80.9K 0.03% 241

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Perspectives's PDX Position: Q4 2025 in Review

Financial Perspectives sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2025, closing a stake of 3,240 shares — an estimated $80.8K sold.

Financial Perspectives first reported a position in PDX in Q4 2024 and held it in 4 quarters. The position peaked at $84.7K in Q4 2024. 94 funds tracked by Wall St. Rank hold PDX as of Q4 2025.

  • Financial Perspectives reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Financial Perspectives sold 3,240 PIMCO Dynamic Income Strategy Fund shares in Q4 2025, an estimated $80.8K.
  • Financial Perspectives first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and held it in 4 quarters.
  • Financial Perspectives's PIMCO Dynamic Income Strategy Fund position peaked at $84.7K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.