Thurston Springer Miller Herd & Titak’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-500	Closed	-$12.3K	–	1128
2025 Q2	$12.3K	Hold	500	–	–	﹤0.01%	1095
2025 Q1	$12.3K	Buy	+500	New	+$12.8K	﹤0.01%	1045

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

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

WJWM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak's PDX Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q3 2025, closing a stake of 500 shares — an estimated $12.3K sold.

Thurston Springer Miller Herd & Titak first reported a position in PDX in Q1 2025 and held it in 2 quarters. The position peaked at $12.3K in Q2 2025. 88 funds tracked by Wall St. Rank hold PDX as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 500 PIMCO Dynamic Income Strategy Fund shares in Q3 2025, an estimated $12.3K.
Thurston Springer Miller Herd & Titak first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2025 and held it in 2 quarters.
Thurston Springer Miller Herd & Titak's PIMCO Dynamic Income Strategy Fund position peaked at $12.3K in Q2 2025.
88 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.