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

Noble Wealth Management PBC’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 Q2	$1.07M	Buy	51,425 +20,825	+68%	+$440K	0.48%	60
2026 Q1	$675K	Buy	30,600 +28,575	+1,411%	+$579K	0.34%	74
2025 Q4	$38K	Hold	2,025	–	–	0.02%	291
2025 Q3	$50.5K	Buy	+2,025	New	+$49.8K	0.03%	254
2025 Q1	$22.7K	Sell	925 -18,214	-95%	-$466K	0.02%	287
2024 Q4	$500K	Buy	+19,139	New	+$478K	0.35%	78

Other funds holding PDX

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Noble Wealth Management PBC's PDX Position: Q2 2026 in Review

Noble Wealth Management PBC increased its PIMCO Dynamic Income Strategy Fund (PDX) stake by 68% in Q2 2026, buying an estimated $440K and bringing the position to 51,425 shares worth $1.07M. The position accounts for 0.48% of the portfolio, ranked #60.

Noble Wealth Management PBC first reported a position in PDX in Q4 2024 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

Noble Wealth Management PBC held 51,425 shares of PIMCO Dynamic Income Strategy Fund worth $1.07M as of Q2 2026.
Noble Wealth Management PBC bought 20,825 PIMCO Dynamic Income Strategy Fund shares in Q2 2026, an estimated $440K.
PIMCO Dynamic Income Strategy Fund made up 0.48% of Noble Wealth Management PBC's portfolio in Q2 2026, its #60 holding.
Noble Wealth Management PBC first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.