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.
PIMCO Dynamic Income Strategy Fund filings document regulatory disclosures for a PIMCO closed-end management investment company with common shares listed on the New York Stock Exchange under PDX. The filing record includes material-event reporting on portfolio-management responsibility and identifies the fund’s exchange-registered common shares.
PDX disclosures also frame the fund’s income-oriented investment mandate, including dynamic allocation across credit-market sectors and other fixed-, variable- and floating-rate income-producing securities. The formal record is relevant to governance, capital structure, listing status, and management oversight for the fund vehicle.
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.
Mark D. Michel filed an initial Form 3 for PIMCO Dynamic Income Strategy Fund (PDX) reporting his relationship to the issuer as a Director. The filing states no securities are beneficially owned by the reporting person. The form was signed by an attorney-in-fact, and includes Exhibit 24 (Power of Attorney).