Parallel Advisors
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Parallel Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Parallel 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
2025
Q4 		– Sell
-1,724
Closed -$43K – 3728
2025
Q3 		$43K Hold
1,724
– – ﹤0.01% 1859
2025
Q2 		$42.5K Buy
+1,724
New +$39.2K ﹤0.01% 1816

Other funds holding PDX

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parallel Advisors's PDX Position: Q4 2025 in Review

Parallel Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2025, closing a stake of 1,724 shares — an estimated $43K sold.

Parallel Advisors first reported a position in PDX in Q2 2025 and held it in 2 quarters. The position peaked at $43K in Q3 2025. 94 funds tracked by Wall St. Rank hold PDX as of Q4 2025.

  • Parallel Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Parallel Advisors sold 1,724 PIMCO Dynamic Income Strategy Fund shares in Q4 2025, an estimated $43K.
  • Parallel Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q2 2025 and held it in 2 quarters.
  • Parallel Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $43K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.