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 2023 vs. Q4 2022
How the institutions holding PIMCO Income Strategy Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 66 | 4 | 59 | −3 |
| Shares | 4.58M | 1.23M | 3.90M | +558.8K (+16.7%) |
| Value | $37.2M | $9.99M | $31.8M | +$4.56M (+16.8%) |
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 501,480 | $4.08M | 0.34% |
| Raymond James Financial Services Advisors, Inc. | 136,619 | $1.11M | 0.00% |
| Rivernorth Capital Management, LLC | 32,880 | $267.3K | 0.01% |
| Sowell Financial Services LLC | 16,641 | $135.0K | 0.01% |
| Consolidated Portfolio Review Corp | 16,569 | $134.7K | 0.04% |
| JPMorgan Chase & Co | 5,855 | $48.0K | 0.00% |
Sold out (9)
Institutions that held PIMCO Income Strategy Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 129,223 | $1.05M |
| IFP Advisors, Inc | 12,880 | $157.0K |
| International Assets Investment Management, LLC | 18,314 | $148.5K |
| Susquehanna International Group, LLP | 11,072 | $89.8K |
| Elequin Capital LP | 10,956 | $88.9K |
| WFA of San Diego, LLC | 2,511 | $20.4K |
| Money Concepts Capital Corp | 1,600 | $13.0K |
| Rockefeller Capital Management L.P. | 213 | $1.00K |
| FMR LLC | 1 | $8 |
Not filed for Q1 2023 yet (4)
Institutions that held PIMCO Income Strategy Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Gallagher Benefit Services, Inc. | 595,899 | $4.83M |
| F3Logic, LLC | 595,899 | $4.83M |
| Moser Wealth Advisors, LLC | 26,136 | $212.0K |
| CoreCap Advisors, LLC | 14,180 | $115.0K |