HHGA
PDX

Halbert Hargrove Global Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Halbert Hargrove Global 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 		$99.3K Hold
4,500
– – ﹤0.01% 143
2025
Q4 		$84.5K Hold
4,500
– – ﹤0.01% 153
2025
Q3 		$112K Buy
+4,500
New +$111K 0.01% 136

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

Halbert Hargrove Global Advisors's PDX Position: Q1 2026 in Review

Halbert Hargrove Global Advisors held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q1 2026 at 4,500 shares worth $99.3K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Halbert Hargrove Global Advisors first reported a position in PDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $112K in Q3 2025. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • Halbert Hargrove Global Advisors held 4,500 shares of PIMCO Dynamic Income Strategy Fund worth $99.3K as of Q1 2026.
  • Halbert Hargrove Global Advisors left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #143 holding.
  • Halbert Hargrove Global Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $112K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.