PIMCO Income Strategy Fund
PFL- Exchange
- NYSE
- SEC CIK
- 0001244183
No open-market purchases or sales by PIMCO Income Strategy Fund insiders were filed in the last 90 days; 81 institutions reported holding it in 13F filings for Q2 2026, worth $65.5M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding PIMCO Income Strategy Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 53 | 51 | −2 |
| Shares | 3.13M | 3.20M | +70.6K (+2.3%) |
| Value | $37.6M | $40.8M | +$3.20M (+8.5%) |
New holders (7)
Institutions that held PIMCO Income Strategy Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Advisor Networks LLC | 115,175 | $1.47M | 0.02% |
| Rockefeller Capital Management L.P. | 43,657 | $556.0K | 0.00% |
| Virtu Financial LLC | 12,823 | $163.0K | 0.02% |
| Sigma Planning Corp | 10,464 | $133.0K | 0.00% |
| Activest Wealth Management | 8,600 | $110.0K | 0.08% |
| Hoover Financial Advisors, Inc. | 1,095 | $14.0K | 0.00% |
| Spire Wealth Management | 700 | $9.00K | 0.00% |
Sold out (9)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Telemus Capital, LLC | 26,000 | $315.0K |
| Bank of Montreal | 20,117 | $243.0K |
| Pensionmark Financial Group, LLC | 13,427 | $161.0K |
| Sowell Financial Services LLC | 7,552 | $95.0K |
| Wagner Wealth Management, LLC | 6,106 | $73.0K |
| International Assets Investment Management, LLC | 4,064 | $47.0K |
| Certified Advisory Corp | 1,580 | $19.0K |
| RBA Wealth Management, LLC | 100 | $1.20K |
| FMR LLC | 1 | $0 |