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 2022 vs. Q1 2022
How the institutions holding PIMCO Income Strategy Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 55 | 61 | +6 |
| Shares | 3.95M | 3.90M | −54.9K (−1.4%) |
| Value | $40.4M | $35.2M | −$5.23M (−12.9%) |
New holders (12)
Institutions that held PIMCO Income Strategy Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 131,223 | $1.18M | 0.02% |
| Lloyd Park, LLC | 18,825 | $171.0K | 0.18% |
| Kerntke Otto McGlone Wealth Management Group | 15,838 | $142.0K | 0.21% |
| Resources Investment Advisors, LLC. | 12,640 | $114.0K | 0.00% |
| Advisory Services Network, LLC | 10,742 | $97.0K | 0.00% |
| AE Wealth Management LLC | 10,697 | $96.0K | 0.00% |
| Nomura Holdings Inc | 10,000 | $90.0K | 0.00% |
| The PNC Financial Services Group, Inc. | 2,006 | $18.0K | 0.00% |
| SeaCrest Wealth Management, LLC | 2,000 | $18.0K | 0.00% |
| Total Clarity Wealth Management, Inc. | 1,150 | $10.0K | 0.01% |
| Strategic Asset Management, LLC | 675 | $6.00K | 0.01% |
| Parallel Advisors, LLC | 212 | $2.00K | 0.00% |
Sold out (6)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Rockefeller Capital Management L.P. | 46,770 | $477.0K |
| United Capital Financial Advisers, LLC | 14,754 | $150.0K |
| Flagship Private Wealth, LLC | 10,802 | $110.0K |
| Raymond James Financial Services Advisors, Inc. | 10,023 | $102.0K |
| Fortitude Advisory Group L.L.C. | 6,011 | $61.0K |
| Koshinski Asset Management, Inc. | 1,200 | $12.2K |