HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in PDX — PIMCO Dynamic Income Strategy Fund
CIK 1484205
LONG BEACH, CA
Position in PDX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$93,690
-$5,580 QoQ
Shares Held
4,500
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#88
of 105 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,262,889 across 21 Asset Management names. PDX ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHI |
Calamos Convertible Opportunities & Income Fund
|
16,550 | $222,432 | |
| 2 | HPI |
John Hancock Preferred Income Fund
|
13,068 | $211,832 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
7,837 | $161,128 | |
| 4 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
13,800 | $135,378 | |
| 5 | PDX |
PIMCO Dynamic Income Strategy Fund
This page
|
4,500 | $93,690 | |
| 6 | ACP |
abrdn Income Credit Strategies Fund
|
14,000 | $72,800 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,400 | $72,408 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
9,000 | $70,920 |
All Filings in PDX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,690 | 4,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $99,270 | 4,500 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $84,510 | 4,500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $112,185 | 4,500 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||