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.
Q1 2026 vs. Q4 2025
How the institutions holding PIMCO Dynamic Income Strategy Fund changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 94 | 1 | 101 | +8 |
| Shares | 21.6M | 15.0K | 21.9M | +362.5K (+1.7%) |
| Value | $406.2M | $282.0K | $483.7M | +$77.8M (+19.2%) |
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pathstone Holdings, LLC | 388,722 | $8.58M | 0.03% |
| Navis Wealth Advisors, LLC | 49,164 | $1.08M | 0.55% |
| Northern Trust Corp | 49,079 | $1.08M | 0.00% |
| Concurrent Investment Advisors, LLC | 34,450 | $760.0K | 0.01% |
| Quantinno Capital Management LP | 21,943 | $484.1K | 0.00% |
| Cerity Partners LLC | 18,049 | $398.6K | 0.00% |
| Investment Management Trust, LLC | 16,740 | $369.3K | 0.36% |
| Fifth Third Bancorp | 16,301 | $359.6K | 0.00% |
| Abel Hall, LLC | 15,000 | $330.9K | 0.07% |
| Creative Planning | 12,443 | $274.5K | 0.00% |
| Brown Advisory Inc | 12,022 | $265.2K | 0.00% |
| Cynosure Management, LLC | 10,158 | $224.1K | 0.03% |
| Wiley Bros.-Aintree Capital, LLC | 9,945 | $219.4K | 0.00% |
| Convergence Financial, LLC | 9,547 | $210.6K | 0.02% |
| Awm Capital, LLC | 9,507 | $209.7K | 0.02% |
| CoreCap Advisors, LLC | 8,467 | $186.8K | 0.01% |
| Farther Finance Advisors, LLC | 1,000 | $21.5K | 0.00% |
| Wealth Science Advisors LLC | 964 | $18.1K | 0.01% |
| FNY Investment Advisers, LLC | 500 | $11.0K | 0.00% |
Sold out (11)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Jane Street Group, LLC | 44,506 | $835.8K |
| Landscape Capital Management, L.L.C. | 25,733 | $483.3K |
| WCG Wealth Advisors LLC | 23,981 | $450.4K |
| Virtu Financial LLC | 18,111 | $340.0K |
| XTX Topco Ltd | 15,224 | $285.9K |
| CSS LLC | 13,460 | $252.8K |
| Susquehanna International Group, LLP | 11,260 | $211.5K |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,000 | $187.8K |
| Lloyd Advisory Services, LLC. | 6,053 | $113.7K |
| Plante Moran Financial Advisors, LLC | 1,330 | $25.0K |
| Quattro Advisors LLC | 9 | $176 |
Not filed for Q1 2026 yet (1)
Institutions that held PIMCO Dynamic Income Strategy Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Comerica Bank | 15,016 | $282.0K |