Root Financial Partners’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Root Financial Partners’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	$25.5K	Buy	+1,255	New	+$26.7K	﹤0.01%	1421

Other funds holding PDX

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $1.56B AUM 20.98% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

ACM

Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return

Root Financial Partners's PDX Position: Q3 2026 in Review

Root Financial Partners opened a new position in PIMCO Dynamic Income Strategy Fund (PDX) in Q3 2026: 1,255 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings.

84 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

Root Financial Partners held 1,255 shares of PIMCO Dynamic Income Strategy Fund worth $25.5K as of Q3 2026.
PIMCO Dynamic Income Strategy Fund was a new Root Financial Partners position in Q3 2026.
PIMCO Dynamic Income Strategy Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1421 holding.
84 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.