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 Q3	$91.4K	Hold	4,500	–	–	﹤0.01%	155
2026 Q2	$93.7K	Hold	4,500	–	–	﹤0.01%	160
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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Virtue Asset Management Barrington, Illinois $147M AUM 20.5% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $309M AUM 7.69% 1-Year Est. Return

Halbert Hargrove Global Advisors's PDX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q3 2026 at 4,500 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Halbert Hargrove Global Advisors first reported a position in PDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $112K in Q3 2025. 16 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

Halbert Hargrove Global Advisors held 4,500 shares of PIMCO Dynamic Income Strategy Fund worth $91.4K as of Q3 2026.
Halbert Hargrove Global Advisors left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #155 holding.
Halbert Hargrove Global Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2025 and has held it in 5 quarters since.
Halbert Hargrove Global Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $112K in Q3 2025.
16 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.