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

Regal Investment 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 Q1	$269K	Sell	12,206 -683	-5%	-$13.8K	0.02%	557
2025 Q4	$242K	Hold	12,889	–	–	0.01%	552
2025 Q3	$321K	Hold	12,889	–	–	0.02%	455
2025 Q2	$318K	Sell	12,889 -680	-5%	-$15.5K	0.02%	417
2025 Q1	$333K	Hold	13,569	–	–	0.03%	384
2024 Q4	$355K	Hold	13,569	–	–	0.03%	380
2024 Q3	$320K	Sell	13,569 -1,000	-7%	-$23K	0.02%	440
2024 Q2	$325K	Sell	14,569 -680	-4%	-$14.5K	0.02%	444
2024 Q1	$323K	Buy	+15,249	New	+$304K	0.02%	442

Other funds holding PDX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Regal Investment Advisors's PDX Position: Q1 2026 in Review

Regal Investment Advisors reduced its PIMCO Dynamic Income Strategy Fund (PDX) stake by 5.3% in Q1 2026, selling an estimated $13.8K and leaving 12,206 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #557.

Regal Investment Advisors first reported a position in PDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $355K in Q4 2024. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

Regal Investment Advisors held 12,206 shares of PIMCO Dynamic Income Strategy Fund worth $269K as of Q1 2026.
Regal Investment Advisors sold 683 PIMCO Dynamic Income Strategy Fund shares in Q1 2026, an estimated $13.8K.
PIMCO Dynamic Income Strategy Fund made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #557 holding.
Regal Investment Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2024 and has held it in 9 quarters since.
Regal Investment Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $355K in Q4 2024.
101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.