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 2025 vs. Q4 2024
How the institutions holding PIMCO Income Strategy Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 70 | 1 | 71 | +2 |
| Shares | 6.47M | 894 | 7.28M | +812.9K (+12.6%) |
| Value | $54.2M | $7.49K | $62.6M | +$8.40M (+15.5%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| J.W. Cole Advisors, Inc. | 62,039 | $533.5K | 0.02% |
| BlackRock, Inc. | 22,952 | $197.4K | 0.00% |
| Stratos Wealth Partners, LTD. | 21,921 | $188.5K | 0.00% |
| PFG Investments, LLC | 21,500 | $184.9K | 0.01% |
| Sowell Financial Services LLC | 16,641 | $143.1K | 0.01% |
| XTX Topco Ltd | 13,783 | $118.5K | 0.01% |
| Jane Street Group, LLC | 10,909 | $93.8K | 0.00% |
| Strategic Financial Concepts, LLC | 10,000 | $86.0K | 0.02% |
| Costello Asset Management, INC | 1,804 | $15.5K | 0.01% |
| Elequin Capital LP | 641 | $5.51K | 0.00% |
Sold out (8)
Institutions that held PIMCO Income Strategy Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Readystate Asset Management LP | 31,116 | $260.8K |
| Two Sigma Securities, LLC | 15,360 | $128.7K |
| Miller Financial Services LLC | 11,126 | $93.2K |
| Van Hulzen Asset Management, LLC | 7,000 | $58.7K |
| Raleigh Capital Management Inc. | 1,575 | $13.2K |
| Synergy Financial Management, LLC | 1,100 | $9.43K |
| Steward Partners Investment Advisory, LLC | 524 | $4.39K |
| FMR LLC | 1 | $8 |
Not filed for Q1 2025 yet (1)
Institutions that held PIMCO Income Strategy Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Financial Gravity Companies, Inc. | 894 | $7.49K |