Meadowbrook Wealth Management
PDX icon

Meadowbrook Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Meadowbrook Wealth Management’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 		$268K Buy
13,200
+1,500
+13% +$31.9K 0.28% 66
2026
Q2 		$245K Buy
+11,700
New +$247K 0.26% 70

Other funds holding PDX

Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
ACM
Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Meadowbrook Wealth Management's PDX Position: Q3 2026 in Review

Meadowbrook Wealth Management increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 13% in Q3 2026, buying an estimated $31.9K and bringing the position to 13,200 shares worth $268K. The position accounts for 0.28% of the portfolio, ranked #66.

Meadowbrook Wealth Management first reported a position in PDX in Q2 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

  • Meadowbrook Wealth Management held 13,200 shares of PIMCO Dynamic Income Strategy Fund worth $268K as of Q3 2026.
  • Meadowbrook Wealth Management bought 1,500 PIMCO Dynamic Income Strategy Fund shares in Q3 2026, an estimated $31.9K.
  • PIMCO Dynamic Income Strategy Fund made up 0.28% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Meadowbrook Wealth Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q2 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.