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.
Q4 2025 vs. Q3 2025
How the institutions holding PIMCO Income Strategy Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 73 | 3 | 78 | +8 |
| Shares | 6.87M | 146.9K | 7.76M | +1.04M (+15.5%) |
| Value | $58.5M | $1.25M | $65.4M | +$8.23M (+14.4%) |
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held PIMCO Income Strategy Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GraniteShares Advisors LLC | 324,852 | $2.74M | 1.66% |
| Pinnacle Financial Partners, Inc. | 133,001 | $1.12M | 0.01% |
| Silver Oak Securities, Inc | 47,843 | $404.6K | 0.03% |
| Two Sigma Securities, LLC | 23,539 | $198.4K | 0.03% |
| Beacon Pointe Advisors, LLC | 20,605 | $173.7K | 0.00% |
| Colony Group, LLC | 15,095 | $127.3K | 0.00% |
| Scotia Capital Inc. | 11,748 | $99.0K | 0.00% |
| Envestnet Asset Management Inc | 11,454 | $96.6K | 0.00% |
| International Assets Investment Management, LLC | 3,425 | $28.9K | 0.00% |
| Assetmark, Inc | 1,100 | $9.27K | 0.00% |
| Tower Research Capital LLC (TRC) | 595 | $5.02K | 0.00% |
| AdvisorNet Financial, Inc | 500 | $4.21K | 0.00% |
| Farther Finance Advisors, LLC | 136 | $1.14K | 0.00% |
Sold out (5)
Institutions that held PIMCO Income Strategy Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Rivernorth Capital Management, LLC | 331,520 | $2.82M |
| Consolidated Portfolio Review Corp | 19,911 | $169.6K |
| WealthPlan Investment Management, LLC | 18,232 | $155.3K |
| J.Safra Asset Management Corp | 600 | $5.11K |
| Advisory Services Network, LLC | 448 | $3.82K |
Not filed for Q4 2025 yet (3)
Institutions that held PIMCO Income Strategy Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Pinnacle Financial Partners Inc | 117,903 | $1.00M |
| Synovus Financial Corp | 15,098 | $128.6K |
| Sonora Investment Management Group, LLC | 13,895 | $118.4K |