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 133 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
10,776
shares
|
$82,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,327
shares
|
$78,795
0.0% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
7,602
shares
|
$58,003
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,100
shares
|
$46,543
0.0% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
5,968
shares
|
$45,535
0.0% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,509
shares
|
$42,033
0.0% of portfolio
|
Q2 2025
Added 179.64%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,786
shares
|
$36,517
0.0% of portfolio
|
Q2 2021
Reduced 17.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,069
shares
|
$31,046
0.0% of portfolio
|
Q4 2024
Added 114.16%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,648
shares
|
$27,834
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,156
shares
|
$24,080
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$22,890
0.0% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
2,565
shares
|
$19,570
0.0% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,020
shares
|
$15,412
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,900
shares
|
$14,497
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,450
shares
|
$11,063
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,325
shares
|
$10,109
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,200
shares
|
$9,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$7,630
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
975
shares
|
$7,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
957
shares
|
$7,301
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
885
shares
|
$6,752
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
800
shares
|
$6,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
751
shares
|
$5,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
700
shares
|
$5,341
0.0% of portfolio
|
Q1 2024
Reduced 87.72%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
548
shares
|
$4,181
0.0% of portfolio
|
Q4 2020
New holding
|