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.
Q1 2022 vs. Q4 2021
How the institutions holding PIMCO Income Strategy Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 61 | 55 | −6 |
| Shares | 3.65M | 3.95M | +304.7K (+8.3%) |
| Value | $40.0M | $40.4M | +$391.9K (+1.0%) |
New holders (5)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Advisors LLC | 67,223 | $686.0K | 0.01% |
| IFP Advisors, Inc | 40,030 | $488.0K | 0.01% |
| Strategic Wealth Advisors Group, LLC | 33,477 | $344.0K | 0.01% |
| Stifel Financial Corp | 11,221 | $114.0K | 0.00% |
| FNY Investment Advisers, LLC | 500 | $5.00K | 0.00% |
Sold out (11)
Institutions that held PIMCO Income Strategy Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| National Asset Management, Inc. | 57,374 | $630.0K |
| Kerntke Otto McGlone Wealth Management Group | 49,617 | $544.0K |
| Millennium Management LLC | 40,452 | $444.0K |
| Weiss Asset Management LP | 36,934 | $405.0K |
| Mercer Global Advisors Inc | 19,085 | $209.0K |
| Resources Investment Advisors, LLC. | 15,015 | $165.0K |
| AE Wealth Management LLC | 12,550 | $138.0K |
| Pensionmark Financial Group, LLC | 11,531 | $119.0K |
| Nomura Holdings Inc | 10,300 | $112.0K |
| Cornerstone Advisory, LLC | 2,998 | $32.0K |
| Geneos Wealth Management Inc. | 2,211 | $24.0K |