Institutional Ownership Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $69.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
42,755
shares
|
$366,410
0.0% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
37,026
shares
|
$317,312
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,920
shares
|
$316,404
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
34,931
shares
|
$299,358
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
34,151
shares
|
$292,674
0.01% of portfolio
|
Q2 2025
Added 63.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
32,687
shares
|
$280,127
0.01% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
30,247
shares
|
$259,216
0.0% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
28,780
shares
|
$246,644
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
27,833
shares
|
$238,528
0.19% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
27,788
shares
|
$238,143
0.0% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
25,503
shares
|
$218,560
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
25,065
shares
|
$214,807
0.02% of portfolio
|
Q3 2023
Reduced 48.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
24,785
shares
|
$212,407
0.0% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
23,245
shares
|
$199,209
0.0% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
22,600
shares
|
$193,682
0.02% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,413
shares
|
$192,079
0.0% of portfolio
|
Q2 2025
Added 105.45%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
22,118
shares
|
$189,551
0.07% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
22,106
shares
|
$189,448
0.03% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,500
shares
|
$184,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
20,541
shares
|
$176,036
0.01% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$171,400
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,870
shares
|
$170,285
0.01% of portfolio
|
Q2 2020
Added 5.42%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,903
shares
|
$161,998
0.19% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
18,749
shares
|
$160,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
18,428
shares
|
$157,927
0.08% of portfolio
|
Q2 2025
Reduced 29.25%
|