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PIMCO Dynamic Income Strategy Fund

PDX
Exchange
NYSE
SEC CIK
0001756908

In the last 90 days, PIMCO Dynamic Income Strategy Fund insiders filed 2 open-market purchases and 6 sales; 106 institutions reported holding it in 13F filings for Q2 2026, worth $450.2M in total; no superinvestor holds it.

Q2 2025 vs. Q1 2025

How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of PDX: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders82183+2
Shares25.0M92522.4M−2.59M (−10.4%)
Value$612.9M$22.7K$551.8M−$61.1M (−10.0%)

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (12)

Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to PDX in Q2 2025
InstitutionSharesValue% of portfolio
Rareview Capital LLC45,130$1.11M0.70%
Invesco Ltd.24,079$593.5K0.00%
1607 Capital Partners, LLC21,512$530.3K0.04%
Commonwealth Equity Services, LLC12,390$305.0K0.00%
Dymon Asia Capital (Singapore) Pte. Ltd.11,804$291.0K0.21%
Harris Associates L PSuperinvestorHarris Associates (Oakmark)10,000$267.6K0.00%
Capital Investment Advisory Services, LLC8,500$209.5K0.02%
BlackRock, Inc.7,073$174.3K0.00%
Parallel Advisors, LLC1,724$42.5K0.00%
Cornerstone National Bank & Trust Co1,500$37.0K0.02%
Salomon & Ludwin, LLC759$18.8K0.00%
Concorde Financial Corp300$7.39K0.00%

Sold out (10)

Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of PDX in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Ieq Capital, LLC2,089,726$51.3M
Pathstone Holdings, LLC142,393$3.45M
Transcend Wealth Collective, LLC79,139$1.94M
Virtu Financial LLC17,361$426.0K
Resources Investment Advisors, LLC.14,500$355.8K
Evoke Wealth, LLC8,995$221.9K
TownSquare Capital, LLC9,000$220.9K
Continuum Advisory, LLC1,328$32.6K
SRS Capital Advisors, Inc.500$12.3K
Ameriflex Group, Inc.440$10.8K

Not filed for Q2 2025 yet (1)

Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDX in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Noble Wealth Management PBC925$22.7K