TLA
PDX

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

Tanglewood Legacy 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
-13,449
Closed -$335K – 280
2025
Q3 		$335K Hold
13,449
– – 0.13% 77
2025
Q2 		$332K Hold
13,449
– – 0.14% 78
2025
Q1 		$330K Buy
+13,449
New +$344K 0.14% 74

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tanglewood Legacy Advisors's PDX Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2025, closing a stake of 13,449 shares — an estimated $335K sold.

Tanglewood Legacy Advisors first reported a position in PDX in Q1 2025 and held it in 3 quarters. The position peaked at $335K in Q3 2025. 94 funds tracked by Wall St. Rank hold PDX as of Q4 2025.

  • Tanglewood Legacy Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 13,449 PIMCO Dynamic Income Strategy Fund shares in Q4 2025, an estimated $335K.
  • Tanglewood Legacy Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2025 and held it in 3 quarters.
  • Tanglewood Legacy Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $335K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.