SAI
PDX

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

Savvy Advisors Inc’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 		$333K Hold
15,079
– – 0.01% 824
2025
Q4 		$283K Hold
15,079
– – 0.01% 791
2025
Q3 		$376K Buy
+15,079
New +$371K 0.02% 535

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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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

Savvy Advisors Inc's PDX Position: Q1 2026 in Review

Savvy Advisors Inc held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q1 2026 at 15,079 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #824.

Savvy Advisors Inc first reported a position in PDX in Q3 2025 and has held it in 3 quarters since. The position peaked at $376K in Q3 2025. 101 funds tracked by Wall St. Rank hold PDX as of Q1 2026.

  • Savvy Advisors Inc held 15,079 shares of PIMCO Dynamic Income Strategy Fund worth $333K as of Q1 2026.
  • Savvy Advisors Inc left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Dynamic Income Strategy Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #824 holding.
  • Savvy Advisors Inc first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's PIMCO Dynamic Income Strategy Fund position peaked at $376K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.