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 2023 vs. Q2 2023
How the institutions holding PIMCO Income Strategy Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 59 | 59 | 0 |
| Shares | 3.99M | 3.83M | −154.8K (−3.9%) |
| Value | $32.7M | $29.4M | −$3.29M (−10.1%) |
New holders (5)
Institutions that held PIMCO Income Strategy Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 12,498 | $95.9K | 0.06% |
| Elequin Capital LP | 872 | $6.69K | 0.00% |
| Comerica Bank | 730 | $5.60K | 0.00% |
| CWM, LLC | 501 | $4.00K | 0.00% |
| JPMorgan Chase & Co | 500 | $3.83K | 0.00% |
Sold out (5)
Institutions that held PIMCO Income Strategy Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 444,996 | $3.64M |
| Rivernorth Capital Management, LLC | 12,360 | $101.2K |
| Activest Wealth Management | 8,600 | $98.0K |
| Financial Advocates Investment Management | 10,700 | $87.6K |
| Brown, Lisle/Cummings, Inc. | 800 | $6.55K |