Skip to content
Disclosery

PFL PIMCO INCOME STRATEGY FD

Follow

COM (fund), issuer CIK 1244183

82 managers (82 13F filers) reported a position in PFL shares at 2026-06-30, 8,269,620 shares in all. 12 filers opened a position and 16 filers sold out during the quarter.

Managers
82
13F filers
82
New
12
Added
33
Reduced
17
Sold out
16
Shares held by filers
8,269,620

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC886,431$6.99M<0.01%+81,42413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC880,069$6.93M0.04%-74,96013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY594,857$4.69M<0.01%+5,81813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC524,739$4.13M0.08%-25,41613F-HRTimeline
LPL Financial LLC432,726$3.41M<0.01%+12,84113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC390,256$3.08M0.32%-45,01113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.348,669$2.75M<0.01%+17,22813F-HRTimelineGroup
GraniteShares Advisors LLC335,388$2.64M1.7%+43,90013F-HRTimeline
Shaker Financial Services, LLC295,080$2.35M0.74%+251,84913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP281,194$2.22M<0.01%+5,27413F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.257,011$2.02M0.08%+2,63113F-HRTimeline
Cetera Investment Advisers254,097$2M<0.01%+39,59013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA246,959$1.95M<0.01%+11,48413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.224,184$1.77M<0.01%-10,46213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,405$1.61M<0.01%-78413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC180,611$1.42M<0.01%-17,18813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC123,883$1.35M<0.01%+105,06813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …140,301$1.11M0.01%-65513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,980$741K<0.01%+1,56813F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC93,252$735K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…82,172$648K<0.01%-6,09413F-HR/ATimeline
NewEdge Advisors, LLC70,753$558K<0.01%-8,89713F-HRTimeline
Geneos Wealth Management Inc.65,719$518K0.01%+12,76313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,209$490K<0.01%+2,84013F-HRTimelineGroup
UBS Group AGin group UBS Group AG60,248$475K<0.01%+43,10813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,134$474K<0.01%-351,71413F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group58,213$459K0.04%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.54,677$431K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,118$411K<0.01%+13,80313F-HRTimelineGroup
Janney Montgomery Scott LLC48,510$382K<0.01%+3,15113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC46,173$368K<0.01%-7,58113F-HRTimelineGroup
Sanctuary Advisors, LLC43,345$342K<0.01%+1,26813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,564$335K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.41,665$329K<0.01%+16,88013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED41,333$326K0.02%-5,01013F-HRTimeline
Noble Wealth Management PBC38,262$302K0.14%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,389$289K0.01%+16,51113F-HRTimelineGroup
D.A. DAVIDSON & CO.36,233$286K<0.01%+47613F-HRTimeline
IMC-Chicago, LLC31,932$252K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,079$213K<0.01%+1,93013F-HRTimelineGroup
Fortitude Advisory Group L.L.C.26,745$211K0.08%+6,27313F-HRTimeline
SHUFRO ROSE & CO LLC24,100$190K0.01%013F-HRTimeline
PFG Investments, LLC23,500$185K0.01%013F-HRTimeline
Elm3 Financial Group, LLC22,527$178K0.12%-3,35813F-HRTimeline
Beacon Pointe Advisors, LLC21,344$168K<0.01%+38513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,764$156K<0.01%013F-HRTimelineGroup
Armor Investment Advisors, LLC18,524$146K0.05%-3,21213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,940$141K<0.01%-3,46613F-HRTimelineGroup
Bensler, LLC17,530$138K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,113$135K<0.01%013F-HRTimelineGroup
Sowell Financial Services LLC16,641$131K<0.01%013F-HRTimeline
Element Wealth, LLC15,859$125K0.05%+50913F-HRTimeline
Foundations Investment Advisors, LLC15,203$120K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,183$120K<0.01%+8813F-HRTimelineGroup
Tudor Financial Inc.14,708$116K0.05%013F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd14,170$112K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC14,035$111K<0.01%-2,75313F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,477$106K<0.01%-85013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,230$104K<0.01%+1,48813F-HRTimelineGroup
HRT FINANCIAL LP12,455$98K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC12,345$97.3K<0.01%+4,00013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD12,000$94.6K<0.01%new13F-HRTimelineGroup
Alpine Global Management, LLC11,975$94.4K0.02%new13F-HRTimeline
SCOTIA CAPITAL INC.11,574$91.2K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,200$88.3K<0.01%013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/10,000$78.8K0.03%new13F-HRTimelineGroup
Sprinkle Financial Consultants LLC10,000$78.8K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC9,469$74.6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.8,939$70.4K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,000$63K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC4,370$34.4K0.01%+12013F-HRTimeline
Allworth Financial LP4,100$32.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,671$29K<0.01%+11013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,117$24.3K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,652$13K<0.01%+21813F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,449$11.4K<0.01%013F-HRTimeline
Costello Asset Management, INC1,239$9.76K<0.01%+3713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,100$8.67K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…730$5.75K<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC500$3K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…178$1.41K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC144$1.14K<0.01%+413F-HRTimeline