PDX on NYSE

PIMCO Dynamic Income Strategy Fund

Fund registered in the United States, based in Newport Beach, active since 2018.

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Last updated Oct 18, 2026.

Overview

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TickerPDX on NYSE
HeadquartersNewport Beach, United States
Incorporated inMA²
Business address1633 Broadway, New York, Ny 10019²

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Leadership

Who has led PIMCO Dynamic Income Strategy Fund, and when. Pick a name to see everywhere that person has worked.

President

Peter G. Strelow2019

20202025

PresidentPeter G. Strelow Jan 29, 2019 to Jan 29, 2019³

Board members and other officers (53)

ASSISTANT SECRETARYMorgan Willard Jul 8, 2026 to now⁴
ASSISTANT SECRETARYMyung Shin Jul 8, 2026 to now⁵
ASSISTANT TREASURERPaul Vitale Jul 8, 2026 to now⁶
ASSISTANT TREASURERRussel Davenport Jul 8, 2026 to now⁷
Assistant SecretarySonia E. Bui Apr 3, 2025 to now⁸
Vice PresidentAlyssa Michele Creighton Jan 17, 2024 to Jan 17, 2024⁹
Vice PresidentColleen Patrice McLaughlin Jan 17, 2024 to Jan 17, 2024¹⁰
Assistant TreasurerLaine Elizabeth Pacetti Jan 17, 2024 to Jan 17, 2024¹¹
Vice PresidentPaul Thomas Wildermuth Jan 17, 2024 to Jan 17, 2024¹²
Assistant TreasurerQuynh-Chi Hoang Vu Jan 17, 2024 to Jan 17, 2024¹³
Vice PresidentShivanand Narain Jan 17, 2024 to Jan 17, 2024¹⁴
ASSISTANT SECRETARYJaime Catherine Dinan Aug 21, 2024 to Aug 21, 2024¹⁵
VICE PRESIDENTMichele Noel Ellis Aug 21, 2024 to Aug 21, 2024¹⁶
Assistant SecretaryTimothy Albert-Michel-Alain Bekkers Aug 21, 2024 to Aug 21, 2024¹⁷
VICE PRESIDENTGregory John Mason Mar 24, 2023 to Mar 24, 2023¹⁸
VICE PRESIDENTJason Raul Duran Mar 24, 2023 to Mar 24, 2023¹⁹
ASSISTANT TREASURERMaria Marchenko Golota Mar 24, 2023 to Mar 24, 2023²⁰
VICE PRESIDENTKeith Adam Werber Jun 16, 2022 to Jun 16, 2022²¹
Vice PresidentDouglas Benjamin Burrill Aug 25, 2022 to Aug 25, 2022²²
Vice PresidentKenneth W. Lee Sep 1, 2022 to Sep 1, 2022²³
Vice PresidentElizabeth A. Duggan Mar 26, 2021 to Mar 26, 2021²⁴
Vice PresidentMark Allen Jelic Sep 30, 2021 to Sep 30, 2021²⁵
Vice PresidentBrian Joel Pittluck Jan 9, 2020 to Jan 9, 2020²⁶
Vice PresidentJeffrey Alan Byer Jan 9, 2020 to Jan 9, 2020²⁷
Vice PresidentBijal Y. Parikh Jan 29, 2019 to Jan 29, 2019²⁸
Assistant TreasurerChristopher M. Morin Jan 29, 2019 to Jan 29, 2019²⁹
Assistant TreasurerErik C. Brown Jan 29, 2019 to Jan 29, 2019³⁰
Assistant TreasurerJason Jordan Nagler Jan 29, 2019 to Oct 30, 2019³¹
Chief Compliance OfficerKeisha L. Audain-Pressley Jan 29, 2019 to Jan 29, 2019³²
Assistant TreasurerMiller Colleen Dean Jan 29, 2019 to Feb 12, 2020³³
Assistant SecretaryRyan G. Leshaw Jan 29, 2019 to Jan 29, 2019³⁴
Vice PresidentStacie Anctil Jan 29, 2019 to Jan 29, 2019³⁵
TreasurerTrent Walker Jan 29, 2019 to Jan 29, 2019³⁶
Vice PresidentWilliam Glen Galipeau Jan 29, 2019 to Jan 29, 2019³⁷
Assistant TreasurerBrandon Thomas Evans Jun 6, 2019 to Jun 6, 2019³⁸
Assistant TreasurerShwetha P. Shenoy Jun 6, 2019 to Jun 6, 2019³⁹
Board memberMark D. Michel Sep 25, 2025 to now⁴⁰
Board memberSonya Morris Sep 25, 2025 to now⁴¹
Board memberDavid C. Flattum Dec 10, 2024 to Dec 10, 2024⁴²
Board memberElizabeth Davis Cantrill May 3, 2023 to May 3, 2023⁴³
Board memberKathleen Ann McCartney Jul 1, 2022 to now⁴⁴
Board memberGrace Vandecruze Jun 30, 2021 to Jun 30, 2021⁴⁵
Board memberJoseph Baker Kittredge Jr. May 20, 2020 to May 20, 2020⁴⁶
Board memberAlan Rappaport Jan 29, 2019 to now⁴⁷
Board memberBradford K. Gallagher Jan 29, 2019 to Jan 29, 2019⁴⁸
Board memberDavid Nichols Fisher Iii. Jan 29, 2019 to Aug 19, 2019⁴⁹
Board memberDeborah A. Zoullas Jan 29, 2019 to Jan 29, 2019⁵⁰
Board memberHans W. Kertess Jan 29, 2019 to Jan 29, 2019⁵¹
Board memberJames A. Jacobson Jan 29, 2019 to Jan 29, 2019⁵²
Board memberJohn C. Maney Jan 29, 2019 to Jan 29, 2019⁵³
Board memberSarah E. Cogan Jan 29, 2019 to Jan 29, 2019⁵⁴
Board memberWilliam B. Ogden Iv. Jan 29, 2019 to Jan 29, 2019⁵⁵
General counselJoshua Ratner Jan 29, 2019 to Jan 29, 2019⁵⁶

Former names

PIMCO Energy & Tactical Credit Opportunities FundOct 26, 2018 to Oct 30, 2023²

Timeline

Oct 29, 2018Founded PIMCO Dynamic Income Strategy Fund is founded⁵⁷

Filings

230 filings to the SEC since October 2021: 3 major events, 171 insider forms, 15 large holders, 41 other. The latest 20:

The 230 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 15 such filings since October 2021, the latest 10:

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Saba Capital Management, L.P.	6,416,087	$133.6M	4.1%	No change
Rivernorth Capital Management, LLC	1,101,509	$22.9M	1.1%	−37,088
Thomas J. Herzfeld Advisors, Inc.	1,095,075	$22.8M	7.0%	−158,273
Wells Fargo & Company/mn	1,047,230	$21.8M	0.0%	+93,587
UBS Group AG	1,016,475	$21.2M	0.0%	+16,750
Royal Bank Of Canada	1,002,602	$20.9M	0.0%	+23,788
Morgan Stanley	879,336	$18.3M	0.0%	−35,462
Williams Jones Wealth Management, LLC.	837,548	$17.4M	0.2%	−15,982
Bank Of America Corp /de/	793,540	$16.5M	0.0%	+21,497
Punch & Associates Investment Management, Inc.	701,289	$14.6M	0.7%	−151,036
Envestnet Asset Management Inc	695,177	$14.5M	0.0%	−14,097
Almitas Capital LLC	549,495	$11.4M	2.7%	+8,003
Hollencrest Capital Management	489,829	$10.2M	0.7%	+5,065
Stifel Financial Corp	388,769	$8.1M	0.0%	+57,095
Advisors Asset Management, Inc.	341,810	$7.1M	0.1%	+2,784
Pathstone Holdings, LLC	308,991	$6.4M	0.0%	−79,731
City Of London Investment Management Co Ltd	263,425	$5.5M	0.3%	−95,493
Raymond James Financial Inc	179,862	$3.7M	0.0%	+30,510
Altium Capital Management LLC	157,700	$3.3M	6.9%	No change
First Trust Advisors LP	116,886	$2.4M	0.0%	−2,112
Rareview Capital LLC	98,718	$2.4M	1.4%	+8,714
Focus Partners Wealth	113,183	$2.4M	0.0%	−19,872
Smith, Moore & Co.	88,674	$1.8M	0.1%	+1,108
Choreo, LLC	79,531	$1.7M	0.0%	−10,100
Elevation Point Wealth Partners, LLC	75,733	$1.6M	0.0%	−100

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARPIMCO Dynamic Income Strategy Fund filings on SEC EDGAR
2
SEC EDGARPIMCO Dynamic Income Strategy Fund filings on SEC EDGAR
3
SEC EDGARPeter G. Strelow, President
4
SEC EDGARMorgan Willard, ASSISTANT SECRETARY
5
SEC EDGARMyung Shin, ASSISTANT SECRETARY
6
SEC EDGARPaul Vitale, ASSISTANT TREASURER
7
SEC EDGARRussel Davenport, ASSISTANT TREASURER
8
SEC EDGARSonia E. Bui, Assistant Secretary
9
SEC EDGARAlyssa Michele Creighton, Vice President
10
SEC EDGARColleen Patrice McLaughlin, Vice President
11
SEC EDGARLaine Elizabeth Pacetti, Assistant Treasurer
12
SEC EDGARPaul Thomas Wildermuth, Vice President
13
SEC EDGARQuynh-Chi Hoang Vu, Assistant Treasurer
14
SEC EDGARShivanand Narain, Vice President
15
SEC EDGARJaime Catherine Dinan, ASSISTANT SECRETARY
16
SEC EDGARMichele Noel Ellis, VICE PRESIDENT
17
SEC EDGARTimothy Albert-Michel-Alain Bekkers, Assistant Secretary
18
SEC EDGARGregory John Mason, VICE PRESIDENT
19
SEC EDGARJason Raul Duran, VICE PRESIDENT
20
SEC EDGARMaria Marchenko Golota, ASSISTANT TREASURER
21
SEC EDGARKeith Adam Werber, VICE PRESIDENT
22
SEC EDGARDouglas Benjamin Burrill, Vice President
23
SEC EDGARKenneth W. Lee, Vice President
24
SEC EDGARElizabeth A. Duggan, Vice President
25
SEC EDGARMark Allen Jelic, Vice President
26
SEC EDGARBrian Joel Pittluck, Vice President
27
SEC EDGARJeffrey Alan Byer, Vice President
28
SEC EDGARBijal Y. Parikh, Vice President
29
SEC EDGARChristopher M. Morin, Assistant Treasurer
30
SEC EDGARErik C. Brown, Assistant Treasurer
31
SEC EDGARJason Jordan Nagler, Assistant Treasurer
32
SEC EDGARKeisha L. Audain-Pressley, Chief Compliance Officer
33
SEC EDGARMiller Colleen Dean, Assistant Treasurer
34
SEC EDGARRyan G. Leshaw, Assistant Secretary
35
SEC EDGARStacie Anctil, Vice President
36
SEC EDGARTrent Walker, Treasurer
37
SEC EDGARWilliam Glen Galipeau, Vice President
38
SEC EDGARBrandon Thomas Evans, Assistant Treasurer
39
SEC EDGARShwetha P. Shenoy, Assistant Treasurer
40
SEC EDGARMark D. Michel, Board member
41
SEC EDGARSonya Morris, Board member
42
SEC EDGARDavid C. Flattum, Board member
43
SEC EDGARElizabeth Davis Cantrill, Board member
44
SEC EDGARKathleen Ann McCartney, Board member
45
SEC EDGARGrace Vandecruze, Board member
46
SEC EDGARJoseph Baker Kittredge Jr., Board member
47
SEC EDGARAlan Rappaport, Board member
48
SEC EDGARBradford K. Gallagher, Board member
49
SEC EDGARDavid Nichols Fisher Iii., Board member
50
SEC EDGARDeborah A. Zoullas, Board member
51
SEC EDGARHans W. Kertess, Board member
52
SEC EDGARJames A. Jacobson, Board member
53
SEC EDGARJohn C. Maney, Board member
54
SEC EDGARSarah E. Cogan, Board member
55
SEC EDGARWilliam B. Ogden Iv., Board member
56
SEC EDGARJoshua Ratner, General counsel
57
gleifPIMCO Dynamic Income Strategy Fund is founded