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.
Q3 2025 vs. Q2 2025
How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 83 | 88 | +5 |
| Shares | 22.4M | 22.5M | +75.0K (+0.3%) |
| Value | $551.8M | $559.9M | +$8.12M (+1.5%) |
New holders (15)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Toronto Dominion Bank | 105,323 | $2.63M | 0.01% |
| Mount Yale Investment Advisors, LLC | 75,539 | $1.89M | 0.13% |
| Virtue Asset Management LLC | 29,114 | $725.8K | 0.60% |
| Stolper Co | 23,927 | $597.0K | 0.18% |
| Prevail Innovative Wealth Advisors, LLC | 15,828 | $394.6K | 0.08% |
| Savvy Advisors, Inc. | 15,079 | $375.9K | 0.02% |
| Jane Street Group, LLC | 14,206 | $354.2K | 0.00% |
| Susquehanna International Group, LLP | 10,221 | $254.8K | 0.00% |
| Adapt Wealth Advisors, LLC | 9,900 | $246.8K | 0.09% |
| Convergence Financial, LLC | 9,217 | $229.8K | 0.03% |
| Halbert Hargrove Global Advisors, LLC | 4,500 | $112.2K | 0.01% |
| Noble Wealth Management PBC | 2,025 | $50.5K | 0.03% |
| Atlantic Union Bankshares Corp | 600 | $15.0K | 0.00% |
| JPMorgan Chase & Co | 300 | $7.48K | 0.00% |
| Strategic Wealth Partners, Ltd. | 200 | $4.99K | 0.00% |
Sold out (10)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Country Trust Bank | 46,722 | $1.15M |
| Family Management Corp | 33,792 | $833.0K |
| Landscape Capital Management, L.L.C. | 16,198 | $399.3K |
| Phraction Management LLC | 14,971 | $369.0K |
| Hilltop Holdings Inc. | 11,075 | $273.0K |
| Capital Investment Advisory Services, LLC | 8,500 | $209.5K |
| BlackRock, Inc. | 7,073 | $174.3K |
| Salomon & Ludwin, LLC | 759 | $18.8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $12.3K |
| Concorde Financial Corp | 300 | $7.39K |