Janney Montgomery Scott LLC

Position in PDX — PIMCO Dynamic Income Strategy Fund

CIK 1329948 PHILADELPHIA, PA

Position in PDX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$359,026

+$52,067 QoQ

Shares Held

16,275

-0.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

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

Financial Services · as of Mar 31, 2026

Janney Montgomery Scott LLC holds $665,466,002 across 222 Asset Management names. PDX ranks #149 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	105,806	$101,754,688
2	BX	Blackstone Inc.	760,325	$87,429,771
3	APO	Apollo Global Management, Inc.	231,810	$25,828,270
4	KKR	KKR & Co. Inc.	259,197	$23,975,722
5	OBDC	Blue Owl Capital Corp	2,011,090	$22,242,655
6	ARCC	Ares Capital Corp	1,200,431	$21,631,766
7	AMP	Ameriprise Financial Inc	46,208	$20,534,835
8	FHI	Federated Hermes, Inc.	337,326	$19,129,757

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$359,026	16,275	-0.4%	Shares	Sole	2026-04-22
2025-12-31	$306,959	16,345	-23.6%	Shares	Sole	2026-02-11
2025-09-30	$533,551	21,402	+8.5%	Shares	Sole	2025-10-27
2025-06-30	$486,393	19,732	0.0%	Shares	Sole	2025-07-17
2025-03-31	$484,223	19,732	+19.0%	Shares	Sole	2025-04-17
2024-12-31	$433,104	16,575	+11.1%	Shares	Sole	2025-01-17
2024-09-30	$352,080	14,925	+12.0%	Shares	Sole	2024-10-29
2024-06-30	$296,881	13,325	+11.7%	Shares	Sole	2024-07-25
2021-06-30	$149,062	11,925	-55.3%	Shares	Sole	2021-07-26
2021-03-31	$276,086	26,675	-3.9%	Shares	Sole	2021-04-27
2020-12-31	$224,179	27,745	+77.1%	Shares	Sole	2021-01-25
2020-09-30	$96,997	15,670	-87.7%	Shares	Sole	2020-11-06
2020-06-30	$895,984	126,910	+1136.9%	Shares	Sole	2020-07-23
2020-03-31	$55,096	10,260	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.