STOCK TITAN

No beneficial ownership reported in PIMCO Dynamic Income Strategy Fund (PDX) Form 3 filing

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

PIMCO Dynamic Income Strategy Fund insider Stephen Koon Bong Chang filed an initial Form 3 indicating his status in relation to the fund. The remarks explain that Pacific Investment Management Company LLC (PIMCO) is the investment adviser to the fund and that Chang is a member of PIMCO's Executive Committee. The filing states that no securities of PIMCO Dynamic Income Strategy Fund are beneficially owned.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Chang Stephen Koon Bong

(Last) (First) (Middle)
C/O PIMCO
650 NEWPORT CENTER DRIVE

(Street)
NEWPORT BEACH CA 92660

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
01/22/2026
3. Issuer Name and Ticker or Trading Symbol
PIMCO Dynamic Income Strategy Fund [ PDX ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
See Remarks
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
Exhibit List: Exhibit 24 - Power of Attorney. Pacific Investment Management Company LLC ("PIMCO") is the investment advisor of the Issuer. The Reporting Person is a member of PIMCO's Executive Committee.
No securities are beneficially owned.
/s/ Ryan Leshaw, Attorney-in-Fact for Stephen Koon Bong Chang 02/02/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the Form 3 filed for PIMCO Dynamic Income Strategy Fund (PDX) show?

The Form 3 shows that Stephen Koon Bong Chang is a reporting person related to PIMCO Dynamic Income Strategy Fund. It notes PIMCO is the fund’s investment adviser and states that no securities are beneficially owned as of the event date.

Who is the reporting person on the PIMCO Dynamic Income Strategy Fund (PDX) Form 3?

The reporting person is Stephen Koon Bong Chang. The remarks state he is a member of PIMCO’s Executive Committee, and PIMCO acts as the investment adviser to PIMCO Dynamic Income Strategy Fund referenced by ticker PDX.

Does the PDX Form 3 show any securities beneficially owned by Stephen Koon Bong Chang?

The Form 3 explicitly states that no securities are beneficially owned. Both the non-derivative and derivative securities tables show no holdings, and the remarks section confirms that no securities are beneficially owned in connection with this filing.

What is PIMCO’s role in relation to PIMCO Dynamic Income Strategy Fund (PDX) in this Form 3?

The remarks explain that Pacific Investment Management Company LLC (PIMCO) is the investment adviser of PIMCO Dynamic Income Strategy Fund. The reporting person, Stephen Koon Bong Chang, is identified as a member of PIMCO’s Executive Committee.

Is this PDX Form 3 filed by one or multiple reporting persons?

The Form 3 is indicated as filed by one reporting person. The box for “Form filed by One Reporting Person” is checked, identifying only Stephen Koon Bong Chang in connection with this initial beneficial ownership statement.

What is the event date referenced in the PIMCO Dynamic Income Strategy Fund (PDX) Form 3?

The Form 3 lists 01/22/2026 as the date of the event requiring the statement. This date anchors when the status described in the filing, including the absence of beneficial ownership, is being reported for regulatory purposes.
PIMCO Dynamic Income Strategy Fund

NYSE:PDX

PDX Rankings

PDX Latest SEC Filings

PDX Stock Data

920.07M
44.71M