PIMCO Income Strategy Fund

PFL

Exchange: NYSE
SEC CIK: 0001244183

SEC filings (opens in a new tab)

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 2024 vs. Q4 2023

How the institutions holding PIMCO Income Strategy Fund changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of PFL: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Q1 2024	Change
Holders	66	62	−4
Shares	4.47M	4.63M	+159.9K (+3.6%)
Value	$37.7M	$39.3M	+$1.54M (+4.1%)

New holders (9)

Institutions that held PIMCO Income Strategy Fund at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PFL in Q1 2024
Institution	Shares	Value	% of portfolio
Cetera Investment Advisers	179,671	$1.52M	0.00%
Centaurus Financial, Inc.	79,165	$671.0K	0.05%
PFG Investments, LLC	20,675	$175.3K	0.01%
J.W. Cole Advisors, Inc.	16,751	$142.1K	0.01%
Citadel Advisors LLC	10,811	$91.7K	0.00%
Jane Street Group, LLC	10,455	$88.7K	0.00%
Gilliland Jeter Wealth Management LLC	8,800	$74.6K	0.03%
CIBC Private Wealth Group, LLC	1,100	$9.40K	0.00%
Sound Income Strategies, LLC	955	$8.10K	0.00%

Sold out (13)

Institutions that held PIMCO Income Strategy Fund at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of PFL in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Cetera Advisor Networks LLC	162,025	$1.37M
Andina Capital Management, LLC	29,934	$252.6K
Virtu Financial LLC	21,079	$178.0K
Nomura Holdings Inc	13,405	$113.1K
Cetera Advisors LLC	10,483	$88.5K
AE Wealth Management LLC	10,017	$85.0K
The PNC Financial Services Group, Inc.	10,000	$84.4K
JPMorgan Chase & Co	5,996	$50.6K
Advisory Services Network, LLC	5,687	$48.0K
Tradition Wealth Management, LLC	5,302	$45.0K
Citigroup Inc	2,164	$18.3K
US Bancorp	660	$5.57K
CWM, LLC	5	$0