Welcome to our dedicated page for PIMCO Dynamic Income Strategy Fund SEC filings (Ticker: PDX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to SEC filings for PIMCO Dynamic Income Strategy Fund (PDX), a non-diversified, limited-term, closed-end management investment company listed on the New York Stock Exchange. The fund focuses on income-producing securities in the global credit markets and seeks current income as its primary objective, with capital appreciation as a secondary objective. Its filings offer detailed information on how it invests across corporate debt, mortgage-related and other asset-backed instruments, government and sovereign debt, taxable municipal bonds, and other fixed, variable, and floating-rate income-producing securities of U.S. and foreign issuers, including emerging market issuers and real estate-related investments.
Through this filings page, you can review documents such as annual and quarterly reports on Forms 10-K and 10-Q (if applicable to the fund’s reporting framework), current reports on Form 8-K, and other materials that describe the fund’s operations and material events. For example, an 8-K filing reports a change in the fund’s portfolio management team, noting that one manager no longer manages the fund while several others continue to be primarily responsible for day-to-day management. Such filings help explain how responsibilities are allocated among portfolio managers within PIMCO.
AI-powered tools on this platform assist by summarizing complex filings, highlighting key sections related to portfolio composition, risk disclosures, and management changes. Real-time updates from the EDGAR system make new filings available as they are posted, and users can review items such as current reports, registration statements, and, where applicable, insider transaction reports on Form 4. By combining original SEC documents with AI-generated explanations, this page helps readers interpret how formal disclosures relate to the fund’s objectives, structure, and role in the credit markets.
Saba Capital Management, L.P., a 10% owner of PIMCO Dynamic Income Strategy Fund (PDX), reported selling common shares on two consecutive days. It sold 23,014 shares at $20.03 on February 5, 2026, then 9,896 shares at $20.27 on February 6, 2026. After these indirect transactions, Saba Capital Management reported beneficial ownership of 6,763,220 common shares.
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.
PIMCO Dynamic Income Strategy Fund insider Mohit Mittal filed an initial ownership report. The filing shows beneficial ownership of 55,100 common shares of the fund, held directly. This Form 3 does not report a new trade, but establishes Mittal’s current share position.
PIMCO Dynamic Income Strategy Fund insider ownership update: Jason William Mandinach filed an initial ownership report showing beneficial ownership of 9,500 common shares of the fund. These shares are held directly. Mandinach is a member of PIMCO's Executive Committee, and PIMCO serves as the fund's investment advisor.
PIMCO Dynamic Income Strategy Fund director Alan Rappaport reported buying additional shares of the fund. On 01/08/2026, he purchased 2,000 common shares of PIMCO Dynamic Income Strategy Fund at a price of $18.9729 per share in an open-market transaction coded "P" for purchase. Following this transaction, he beneficially owned 3,000 common shares, held directly in his name.
Saba Capital Management and affiliates have disclosed a significant ownership stake in PIMCO Dynamic Income Strategy Fund. As of the event date, the reporting group, consisting of Saba Capital Management, L.P., Saba Capital Management GP, LLC and Boaz R. Weinstein, reports beneficial ownership of 6,796,130 common shares. This represents 15.2% of the fund’s common shares, based on 44,706,949 shares outstanding as of June 30, 2025, as referenced from the fund’s N-CSR.
The shares are held for funds and accounts advised by Saba Capital, which have the right to receive dividends and sale proceeds. The filers certify that the securities were not acquired and are not held for the purpose of changing or influencing control of the fund, other than activities solely in connection with a nomination under Rule 240.14a-11.
Saba Capital Management and affiliates report a significant stake in PIMCO Dynamic Income Strategy Fund. The filing shows that Saba Capital Management, L.P., Saba Capital Management GP, LLC, and Boaz R. Weinstein (together, the reporting persons) beneficially own 7,489,207 common shares of the fund. This represents 16.75% of the outstanding common shares, based on 44,706,949 shares outstanding as of June 30, 2025, as disclosed in the fund’s N-CSR.
The reporting persons report shared voting and shared dispositive power over all 7,489,207 shares, with no sole voting or dispositive power. The funds and accounts advised by Saba Capital have the right to receive dividends and sale proceeds from these shares. The certification states that the securities were not acquired and are not held for the purpose of changing or influencing control of the fund, other than activities solely in connection with a nomination under Rule 240.14a-11.
PIMCO Dynamic Income Strategy Fund director reported a sale of common stock. On 12/22/2025, the reporting person sold 38,170 shares at a price of $21.82 per share. After this transaction, the reporting person beneficially owned 6,796,130 shares on an indirect basis. This Form 4 filing records an insider transaction by a large shareholder and director of the fund.
Saba Capital Management, L.P., a director of PIMCO Dynamic Income Strategy Fund, reported a change in its holdings of the fund’s common stock. On 11/28/2025 it disposed of 654,907 shares in a transaction coded “J,” described as a pro-rata in-kind distribution made for no consideration, meaning no cash changed hands. Following this distribution, Saba Capital Management reported indirect beneficial ownership of 6,834,300 common shares of PIMCO Dynamic Income Strategy Fund.
PIMCO Dynamic Income Strategy Fund announced a portfolio leadership change: effective immediately, Mark R. Kiesel no longer manages the Fund.
Day-to-day management continues under John M. Devir, Greg E. Sharenow, Daniel J. Ivascyn, Alfred T. Murata, and Giang Bui. The Fund’s common shares trade on the NYSE under the symbol PDX.