Institutional Ownership Pimco Income Strategy Fund Ii (PFN)
This table provides information about the institutional ownership of Pimco Income Strategy Fund Ii (PFN). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,069
shares
|
$30,395
0.0% of portfolio
|
Q4 2024
Added 114.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,156
shares
|
$23,575
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$22,410
0.0% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,288
shares
|
$17,091
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,100
shares
|
$15,687
0.0% of portfolio
|
Q1 2024
Reduced 51.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,020
shares
|
$15,089
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,970
shares
|
$14,715
0.0% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,900
shares
|
$14,193
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,622
shares
|
$12,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,450
shares
|
$10,831
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,287
shares
|
$9,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1,200
shares
|
$8,964
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$7,470
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
929
shares
|
$6,939
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
885
shares
|
$6,610
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
800
shares
|
$5,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
751
shares
|
$5,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
700
shares
|
$5,229
0.0% of portfolio
|
Q1 2024
Reduced 87.72%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
548
shares
|
$4,093
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
500
shares
|
$3,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
409
shares
|
$3,055
0.0% of portfolio
|
Q1 2025
Reduced 78.54%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$2,988
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
327
shares
|
$2,442
0.0% of portfolio
|
Q4 2023
Reduced 50.6%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$2,241
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
37
shares
|
$276
0.0% of portfolio
|
Q1 2025
Added 146.67%
|