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 5 sales; 106 institutions reported holding it in 13F filings for Q2 2026, worth $450.2M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in PIMCO Dynamic Income Strategy Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 94
- +6 vs. Q3 2025
- Shares held
- 21.6M
- −870.7K (−3.9%) vs. Q3 2025
- Total value
- $406.2M
- −$153.6M (−27.4%) vs. Q3 2025
- New holders
- 22
- 23 more added
- Sold out
- 16
- 28 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 106 | $450.2M |
| Q1 2026 | 101 | $483.7M |
| Q4 2025 | 94 | $406.2M |
| Q3 2025 | 88 | $559.9M |
| Q2 2025 | 83 | $551.8M |
| Q1 2025 | 82 | $612.9M |
| Q4 2024 | 79 | $589.3M |
| Q3 2024 | 73 | $538.6M |
| Q2 2024 | 76 | $508.1M |
| Q1 2024 | 69 | $472.3M |
| Q4 2023 | 68 | $435.0M |
| Q3 2023 | 61 | $438.6M |
| Q2 2023 | 62 | $299.7M |
| Q1 2023 | 59 | $265.5M |
| Q4 2022 | 67 | $259.9M |
| Q3 2022 | 63 | $207.7M |
| Q2 2022 | 61 | $185.6M |
| Q1 2022 | 59 | $201.9M |
| Q4 2021 | 71 | $178.3M |
| Q3 2021 | 58 | $155.5M |
| Q2 2021 | 59 | $151.8M |
| Q1 2021 | 58 | $133.0M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Strategy Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Convergence Financial, LLC | 0 | $0 | 0.00% | −9,217−100.0% | Sold out |
| Warren Street Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −8,550−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,549−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −8,526−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |