PIMCO Dynamic Income Strategy Fund

PDX

Exchange: NYSE
SEC CIK: 0001756908

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of PDX: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Q4 2025	Change
Holders	88	94	+6
Shares	22.5M	21.6M	−870.7K (−3.9%)
Value	$559.9M	$406.2M	−$153.6M (−27.4%)

New holders (22)

Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PDX in Q4 2025
Institution	Shares	Value	% of portfolio
Almitas Capital LLC	151,260	$2.84M	0.63%
Altium Capital Management LP	151,007	$2.84M	11.21%
Colony Group, LLC	144,507	$2.72M	0.00%
Vestmark Advisory Solutions, Inc.	75,539	$1.42M	0.02%
Family Management Corp	45,909	$862.2K	0.11%
Cfo Capital Management LLC	42,638	$800.7K	0.60%
Landscape Capital Management, L.L.C.	25,733	$483.3K	0.03%
WCG Wealth Advisors LLC	23,981	$450.4K	0.01%
Evolve Private Wealth, LLC	18,755	$410.4K	0.02%
Virtu Financial LLC	18,111	$340.0K	0.01%
Flatrock Wealth Partners LLC	13,490	$295.2K	0.14%
XTX Topco Ltd	15,224	$285.9K	0.01%
Arkadios Wealth Advisors	12,000	$225.4K	0.00%
Spirepoint Private Client, LLC	10,321	$193.8K	0.02%
Lloyd Advisory Services, LLC.	6,053	$113.7K	0.04%
Kerr Financial Planning Corp	4,997	$92.3K	0.13%
Kestra Advisory Services, LLC	3,178	$59.7K	0.00%
MPWM Advisory Solutions, LLC	1,965	$36.9K	0.02%
Plante Moran Financial Advisors, LLC	1,330	$25.0K	0.00%
Highline Wealth Partners LLC	150	$2.82K	0.00%
SHP Wealth Management	68	$1.28K	0.00%
Quattro Advisors LLC	9	$176	0.00%

Sold out (16)

Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PDX in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Kovitz Investment Group Partners, LLC	162,910	$4.06M
Toronto Dominion Bank	105,323	$2.63M
Prevail Innovative Wealth Advisors, LLC	15,828	$394.6K
Tanglewood Legacy Advisors, LLC	13,449	$335.3K
Baird Financial Group, Inc.	12,800	$319.1K
Dymon Asia Capital (Singapore) Pte. Ltd.	11,804	$294.3K
Convergence Financial, LLC	9,217	$229.8K
Warren Street Wealth Advisors, LLC	9,000	$224.4K
Wiley Bros.-Aintree Capital, LLC	8,898	$221.8K
IFG Advisory, LLC	8,550	$213.2K
Cerity Partners LLC	8,549	$213.1K
Cynosure Management, LLC	8,526	$212.6K
Financial Perspectives, Inc	3,240	$80.8K
Parallel Advisors, LLC	1,724	$43.0K
FNY Investment Advisers, LLC	500	$12.0K
JPMorgan Chase & Co	300	$7.48K