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 2023 vs. Q1 2023
How the institutions holding PIMCO Income Strategy Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 59 | 59 | 0 |
| Shares | 3.90M | 3.99M | +81.5K (+2.1%) |
| Value | $31.8M | $32.7M | +$927.4K (+2.9%) |
New holders (7)
Institutions that held PIMCO Income Strategy Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 128,123 | $1.05M | 0.01% |
| Moser Wealth Advisors, LLC | 26,646 | $218.2K | 0.15% |
| Lido Advisors, LLC | 20,000 | $163.8K | 0.00% |
| CoreCap Advisors, LLC | 16,430 | $134.6K | 0.01% |
| Financial Advocates Investment Management | 10,700 | $87.6K | 0.01% |
| Federation des caisses Desjardins du Quebec | 100 | $819 | 0.00% |
| Farther Finance Advisors, LLC | 91 | $745 | 0.00% |
Sold out (7)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 136,619 | $1.11M |
| Centaurus Financial, Inc. | 75,342 | $613.0K |
| Sowell Financial Services LLC | 16,641 | $135.0K |
| Van Hulzen Asset Management, LLC | 12,000 | $98.0K |
| Raymond James & Associates | 11,462 | $93.2K |
| Advisory Services Network, LLC | 8,152 | $66.3K |
| JPMorgan Chase & Co | 5,855 | $48.0K |