PDX β€” PIMCO DYNAMIC INCOME STRATEG

Ownership history in Cerity Partners LLC  Β·  3 quarters on record

AI Ownership Summary

Cerity Partners LLC reported PIMCO DYNAMIC INCOME STRATEG (PDX) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows PDX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners LLC's position in PIMCO DYNAMIC INCOME STRATEG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PDX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cerity Partners LLC held PDX β€” position size vs. price
% of Fund (quarterly)    PDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 8,549 β€” 0% 0.00% $213K 2025-10-22 $18.52
2025 Q2 UNCHANGED 8,549 β€” 0% 0.00% $211K 2025-08-13 $20.06
2025 Q1 INITIATED 8,549 β€” β€” 0.00% $210K 2025-04-30 $17.74

FAQ About Cerity Partners LLC and PDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners LLC reported owning PDX?

Cerity Partners LLC reported PDX across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PDX position in Cerity Partners LLC's portfolio?

The largest reported portfolio weight for PDX was 0.00% in 2025 Q1.

What is the latest reported PDX position on this page?

The most recent filing on this page is 2025 Q3, when Cerity Partners LLC reported 8,549 shares, equal to 0.00% of portfolio, with an estimated market value of $213K.

What does the chart on this PDX ownership page compare?

The chart compares Cerity Partners LLC's quarterly PDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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