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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,199
shares
|
$10,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
730
shares
|
$6,256
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
675
shares
|
$5,784
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$4,285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
488
shares
|
$4,182
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
425
shares
|
$3,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|