First Foundation Advisors

SEC CIK: 0001086763
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PDX holding history

PIMCO Dynamic Income Strategy Fund in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDX overview All 13F holders of PDX Full Q2 2026 holdings

Shares (Q2 2026): 35,036
Value: $729.4K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of PDX by First Foundation Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,036	$729.4K	<0.1%	−165−0.5%	Reduced	Holders
Q1 2026	35,201	$776.5K	<0.1%	+22+0.1%	Added	Holders
Q4 2025	35,179	$660.7K	<0.1%	−13,386−27.6%	Reduced	Holders
Q3 2025	48,565	$1.21M	<0.1%	−7,761−13.8%	Reduced	Holders
Q2 2025	56,326	$1.39M	0.1%	−92−0.2%	Reduced	Holders
Q1 2025	56,418	$1.38M	0.1%	−6,278−10.0%	Reduced	Holders
Q4 2024	62,696	$1.64M	0.1%	−155−0.2%	Reduced	Holders
Q3 2024	62,851	$1.48M	0.1%	+670+1.1%	Added	Holders
Q2 2024	62,181	$1.39M	0.1%	−1,897−3.0%	Reduced	Holders
Q1 2024	64,078	$1.36M	0.1%	−2,778−4.2%	Reduced	Holders
Q4 2023	66,856	$1.37M	0.1%	−6,153−8.4%	Reduced	Holders
Q3 2023	73,009	$1.45M	0.1%	−46,130−38.7%	Reduced	Holders
Q2 2023	119,139	$1.88M	0.1%	−429−0.4%	Reduced	Holders
Q1 2023	119,568	$1.75M	0.1%	+17,250+16.9%	Added	Holders
Q4 2022	102,318	$1.53M	0.1%	−1,816−1.7%	Reduced	Holders
Q3 2022	104,134	$1.41M	0.1%	−4,627−4.3%	Reduced	Holders
Q2 2022	108,761	$1.40M	0.1%	−8,094−6.9%	Reduced	Holders
Q1 2022	116,855	$1.73M	0.1%	−14,503−11.0%	Reduced	Holders
Q4 2021	131,358	$1.69M	0.1%	−73,897−36.0%	Reduced	Holders
Q3 2021	205,255	$2.51M	0.1%	−130,691−38.9%	Reduced	Holders
Q2 2021	335,946	$4.20M	0.2%	−68,020−16.8%	Reduced	Holders
Q1 2021	403,966	$4.18M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.