Essex Financial Services, Inc.

Position in PDX — PIMCO Dynamic Income Strategy Fund

CIK 1315785 ESSEX, CT

Position in PDX

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$391,565

+$58,220 QoQ

Shares Held

17,750

0.0% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Essex Financial Services, Inc. holds $32,013,137 across 30 Asset Management names. PDX ranks #15 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	405,027	$14,354,156
2	BX	Blackstone Inc.	26,410	$3,036,885
3	FUND	Sprott Focus Trust Inc.	218,586	$2,085,310
4	ARCC	Ares Capital Corp	96,963	$1,747,273
5	KKR	KKR & Co. Inc.	14,921	$1,380,192
6	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	69,530	$992,888
7	BLK	BlackRock, Inc.	864	$830,917
8	SII	Sprott Inc.	5,807	$829,820

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$391,565	17,750	0.0%	Shares	Sole	2026-04-24
2025-12-31	$333,345	17,750	0.0%	Shares	Sole	2026-02-10
2025-09-30	$442,507	17,750	0.0%	Shares	Sole	2025-11-07
2025-06-30	$437,537	17,750	0.0%	Shares	Sole	2025-07-16
2025-03-31	$435,585	17,750	0.0%	Shares	Sole	2025-04-25
2024-12-31	$463,807	17,750	0.0%	Shares	Sole	2025-01-29
2024-09-30	$418,722	17,750	0.0%	Shares	Sole	2024-10-24
2024-06-30	$395,470	17,750	-39.5%	Shares	Sole	2024-08-09
2020-03-31	$157,609	29,350	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.