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Showing 8 of 27 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in PIMCO DYNAMIC INCOME STRATEG

Steward Partners Investment Advisory, LLC holds 4,696 shares of PDX (PIMCO DYNAMIC INCOME STRATEG), worth $97,771 as of 2026-Q2. The position was decreased (-36.5% shares). PDX represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$97,771

Current Shares

4,696

Total Value Change

-$70,827

Total Shares Change

-2,451

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,696
-36.5%
$97,7710.0%$20.56
0
2026-Q1
Increased
7,397
+8.0%
$163,1780.0%$21.38
24
2025-Q4
Unchanged
6,847
0.0%
$128,5870.0%$17.84
0
2025-Q3
Unchanged
6,847
0.0%
$170,6960.0%$20.03
0
2025-Q2
Unchanged
6,847
0.0%
$168,7790.0%$19.49
0
2025-Q1
Decreased
6,847
-4.2%
$168,0250.0%$19.05
0
2024-Q4
Unchanged
7,147
0.0%
$186,7510.0%$19.96
0
2024-Q3
Decreased
7,147
-2.7%
$168,5980.0%$17.53
0

Other major holders of PDX: Saba Capital Management, L.P.

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