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.
Q3 2022 vs. Q2 2022
How the institutions holding PIMCO Income Strategy Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 61 | 62 | +1 |
| Shares | 3.90M | 3.75M | −151.8K (−3.9%) |
| Value | $35.2M | $30.1M | −$5.05M (−14.3%) |
New holders (7)
Institutions that held PIMCO Income Strategy Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 53,801 | $429.0K | 0.21% |
| OTA Financial Group L.P. | 40,484 | $322.0K | 0.28% |
| Jane Street Group, LLC | 13,194 | $105.0K | 0.00% |
| Susquehanna International Group, LLP | 10,432 | $83.0K | 0.00% |
| Allworth Financial LP | 1,185 | $9.00K | 0.00% |
| Raleigh Capital Management Inc. | 925 | $7.00K | 0.00% |
| Rockefeller Capital Management L.P. | 213 | $1.00K | 0.00% |
Sold out (6)
Institutions that held PIMCO Income Strategy Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 15,838 | $142.0K |
| Advisory Services Network, LLC | 10,742 | $97.0K |
| Nomura Holdings Inc | 10,000 | $90.0K |
| Patriot Financial Group Insurance Agency, LLC | 5,943 | $53.0K |
| SeaCrest Wealth Management, LLC | 2,000 | $18.0K |
| Total Clarity Wealth Management, Inc. | 1,150 | $10.0K |