Convergence Financial, LLC
Position in PDX — PIMCO Dynamic Income Strategy Fund
CIK 2034001
COLUMBIA, MO
Position in PDX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$210,606
-$19,173 QoQ
Shares Held
9,547
+3.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026Convergence Financial, LLC holds $910,642 across 3 Asset Management names. PDX ranks #2 (23.1% of the industry book) .
All Filings in PDX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,606 | 9,547 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $229,779 | 9,217 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $202,585 | 7,753 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||