PDX β€” PIMCO DYNAMIC INCOME STRATEGY

Ownership history in Stolper Co  Β·  3 quarters on record

AI Ownership Summary

Stolper Co reported PIMCO DYNAMIC INCOME STRATEGY (PDX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows PDX at 0.15% 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 Stolper Co's position in PIMCO DYNAMIC INCOME STRATEGY, 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
2026 Q1

PDX was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Stolper Co held PDX β€” position size vs. price
% of Fund (quarterly)    PDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 40,357 +15,913 +65.1% 0.15% $531 2026-04-13 $20.91
2025 Q4 ADDED 24,444 +517 +2.2% 0.14% $459K 2026-01-12 $19.13
2025 Q3 INITIATED 23,927 β€” β€” 0.18% $597K 2025-10-10 $18.88

FAQ About Stolper Co and PDX

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

How long has Stolper Co reported owning PDX?

Stolper Co reported PDX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PDX position in Stolper Co's portfolio?

The largest reported portfolio weight for PDX was 0.18% in 2025 Q3.

What is the latest reported PDX position on this page?

The most recent filing on this page is 2026 Q1, when Stolper Co reported 40,357 shares, equal to 0.15% of portfolio, with an estimated market value of $531.

What does the chart on this PDX ownership page compare?

The chart compares Stolper Co'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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