Arkadios Wealth Advisors
Position in PDX — PIMCO Dynamic Income Strategy Fund
CIK 1800798
ATLANTA, GA
Position in PDX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$458,296
+$232,936 QoQ
Shares Held
20,775
+73.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Arkadios Wealth Advisors holds $124,401,208 across 61 Asset Management names. PDX ranks #39 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
3,563,531 | $18,174,007 | |
| 2 | BX |
Blackstone Inc.
|
75,028 | $8,627,469 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
506,004 | $8,404,725 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
173,748 | $8,291,254 | |
| 5 | PML |
Pimco Municipal Income Fund II
|
1,088,510 | $8,240,020 | |
| 6 | BLK |
BlackRock, Inc.
|
8,132 | $7,820,625 | |
| 7 | STT |
State Street Corp
|
55,429 | $7,015,094 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
380,364 | $6,508,027 |
All Filings in PDX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $458,296 | 20,775 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $225,360 | 12,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||