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 2026 vs. Q1 2026
How the institutions holding PIMCO Income Strategy Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 87 | 1 | 81 | −5 |
| Shares | 8.05M | 6.67K | 8.26M | +219.1K (+2.7%) |
| Value | $64.3M | $53.4K | $65.5M | +$1.20M (+1.9%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held PIMCO Income Strategy Fund at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| J.W. Cole Advisors, Inc. | 54,677 | $430.9K | 0.01% |
| Citadel Advisors LLC | 42,564 | $335.4K | 0.00% |
| IMC-Chicago, LLC | 31,932 | $251.6K | 0.00% |
| Bensler, LLC | 17,530 | $138.1K | 0.01% |
| Foundations Investment Advisors, LLC | 15,203 | $119.8K | 0.00% |
| XTX Topco Ltd | 14,170 | $111.7K | 0.00% |
| HRT Financial LP | 12,455 | $98.0K | 0.00% |
| Nomura Holdings Inc | 12,000 | $94.6K | 0.00% |
| Alpine Global Management, LLC | 11,975 | $94.4K | 0.02% |
| Centennial Bank | 10,000 | $78.8K | 0.03% |
| JPMorgan Chase & Co | 3,117 | $24.3K | 0.00% |
Sold out (16)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Navis Wealth Advisors, LLC | 68,651 | $549.2K |
| Kingsview Wealth Management, LLC | 18,951 | $151.6K |
| Mariner, LLC | 11,376 | $91.0K |
| Integrity Advisory Solutions, LLC | 10,803 | $86.4K |
| Semus Wealth Partners LLC | 10,149 | $81.2K |
| Shay Capital LLC | 10,100 | $80.8K |
| Golden State Equity Partners | 2,500 | $20.0K |
| Caldwell Trust Co | 1,500 | $12.0K |
| Financial Freedom, LLC | 929 | $7.43K |
| Advisory Services Network, LLC | 648 | $5.18K |
| Jones Financial Companies LLLP | 635 | $4.90K |
| AdvisorNet Financial, Inc | 510 | $4.08K |
| GHP Investment Advisors, Inc. | 500 | $4.00K |
| Key Financial Inc | 488 | $3.90K |
| Osbon Capital Management LLC | 326 | $2.61K |
| Clear Point Advisors Inc. | 5,642 | – |
Not filed for Q2 2026 yet (1)
Institutions that held PIMCO Income Strategy Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Anfield Capital Management, LLC | 6,669 | $53.4K |