Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

PFL holding history

PIMCO Income Strategy Fund in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFL overview All 13F holders of PFL Full Q2 2026 holdings

Shares (Q2 2026): 21,344
Value: $168.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PFL by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,344	$168.2K	<0.1%	+385+1.8%	Added	Holders
Q1 2026	20,959	$167.7K	<0.1%	+354+1.7%	Added	Holders
Q4 2025	20,605	$173.7K	<0.1%	+20,605	New	Holders