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 Q3	$988K	Sell	48,675 -2,750	-5%	-$58.5K	0.44%	64
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

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Noble Wealth Management PBC's PDX Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 5.3% in Q3 2026, selling an estimated $58.5K and leaving 48,675 shares worth $988K. The position accounts for 0.44% of the portfolio, ranked #64.

Noble Wealth Management PBC first reported a position in PDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q2 2026. 25 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

Noble Wealth Management PBC held 48,675 shares of PIMCO Dynamic Income Strategy Fund worth $988K as of Q3 2026.
Noble Wealth Management PBC sold 2,750 PIMCO Dynamic Income Strategy Fund shares in Q3 2026, an estimated $58.5K.
PIMCO Dynamic Income Strategy Fund made up 0.44% of Noble Wealth Management PBC's portfolio in Q3 2026, its #64 holding.
Noble Wealth Management PBC first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's PIMCO Dynamic Income Strategy Fund position peaked at $1.07M in Q2 2026.
25 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.