First Foundation Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

First Foundation 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 Q1	$777K	Buy	35,201 +22	+0.1%	+$446	0.03%	196
2025 Q4	$661K	Sell	35,179 -13,386	-28%	-$294K	0.02%	203
2025 Q3	$1.21M	Sell	48,565 -7,761	-14%	-$191K	0.04%	167
2025 Q2	$1.39M	Sell	56,326 -92	-0.2%	-$2.09K	0.05%	163
2025 Q1	$1.38M	Sell	56,418 -6,278	-10%	-$161K	0.06%	147
2024 Q4	$1.64M	Sell	62,696 -155	-0.2%	-$3.87K	0.06%	139
2024 Q3	$1.48M	Buy	62,851 +670	+1%	+$15.4K	0.06%	148
2024 Q2	$1.39M	Sell	62,181 -1,897	-3%	-$40.4K	0.05%	144
2024 Q1	$1.36M	Sell	64,078 -2,778	-4%	-$55.3K	0.05%	145
2023 Q4	$1.37M	Sell	66,856 -6,153	-8%	-$121K	0.06%	147
2023 Q3	$1.45M	Sell	73,009 -46,130	-39%	-$777K	0.07%	150
2023 Q2	$1.88M	Sell	119,139 -429	-0.4%	-$6.37K	0.08%	134
2023 Q1	$1.75M	Buy	119,568 +17,250	+17%	+$261K	0.08%	134
2022 Q4	$1.53M	Sell	102,318 -1,816	-2%	-$27.6K	0.07%	148
2022 Q3	$1.41M	Sell	104,134 -4,627	-4%	-$66.9K	0.07%	145
2022 Q2	$1.4M	Sell	108,761 -8,094	-7%	-$118K	0.06%	152
2022 Q1	$1.73M	Sell	116,855 -14,503	-11%	-$201K	0.06%	147
2021 Q4	$1.69M	Sell	131,358 -73,897	-36%	-$968K	0.06%	156
2021 Q3	$2.51M	Sell	205,255 -130,691	-39%	-$1.53M	0.09%	112
2021 Q2	$4.2M	Sell	335,946 -68,020	-17%	-$781K	0.16%	86
2021 Q1	$4.18M	Sell	403,966 -39,307	-9%	-$379K	0.18%	82
2020 Q4	$3.58M	Sell	443,273 -195,875	-31%	-$1.42M	0.16%	86
2020 Q3	$3.96M	Sell	639,148 -58,949	-8%	-$408K	0.18%	73
2020 Q2	$4.93M	Buy	698,097 +35,878	+5%	+$271K	0.25%	62
2020 Q1	$3.56M	Buy	662,219 +6,433	+1%	+$84.8K	0.22%	67
2019 Q4	$10.8M	Sell	655,786 -107,834	-14%	-$1.77M	0.54%	48
2019 Q3	$13.4M	Buy	763,620 +209,528	+38%	+$3.95M	0.71%	40
2019 Q2	$10.9M	Buy	554,092 +31,887	+6%	+$649K	0.61%	46
2019 Q1	$10.6M	Buy	+522,205	New	+$10.8M	0.63%	44

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 New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Foundation Advisors's PDX Position: Q1 2026 in Review

First Foundation Advisors increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 0.06% in Q1 2026, buying an estimated $446 and bringing the position to 35,201 shares worth $777K. The position accounts for 0.03% of the portfolio, ranked #196.

First Foundation Advisors first reported a position in PDX in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.4M in Q3 2019. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

First Foundation Advisors held 35,201 shares of PIMCO Dynamic Income Strategy Fund worth $777K as of Q1 2026.
First Foundation Advisors bought 22 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $446.
PIMCO Dynamic Income Strategy Fund made up 0.03% of First Foundation Advisors's portfolio in Q1 2026, its #196 holding.
First Foundation Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2019 and has held it in 29 quarters since.
First Foundation Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $13.4M in Q3 2019.
101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.