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 Q2	$254K	Hold	12,206	–	–	0.01%	606
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 $3.9B 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Regal Investment Advisors's PDX Position: Q2 2026 in Review

Regal Investment Advisors held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q2 2026 at 12,206 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #606.

Regal Investment Advisors first reported a position in PDX in Q1 2024 and has held it in 10 quarters since. The position peaked at $355K in Q4 2024. 106 funds tracked by Wall St. Rank hold PDX as of Q2 2026.

Regal Investment Advisors held 12,206 shares of PIMCO Dynamic Income Strategy Fund worth $254K as of Q2 2026.
Regal Investment Advisors left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Strategy Fund made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #606 holding.
Regal Investment Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2024 and has held it in 10 quarters since.
Regal Investment Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $355K in Q4 2024.
106 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.