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Disclosery

PFL PIMCO INCOME STRATEGY FD

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COM (fund), issuer CIK 1244183

73 managers (73 13F filers) reported a position in PFL shares at 2025-09-30, 6,865,983 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
73
13F filers
73
New
8
Added
27
Reduced
23
Sold out
10
Shares held by filers
6,865,983

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC795,078$6.77M0.05%-71,60213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC559,436$4.77M0.11%+9,41713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY516,706$4.4M<0.01%+62,80913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN427,102$3.64M<0.01%+399,31413F-HRTimelineGroup
LPL Financial LLC421,042$3.59M<0.01%+66,62213F-HRTimeline
CENTAURUS FINANCIAL, INC.353,484$3.01M0.14%-4,48613F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC331,520$2.82M0.16%-950,04313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.331,460$2.82M<0.01%+14,14813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC334,062$2.81M<0.01%+99,09613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC308,255$2.63M<0.01%-120,15713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP245,409$2.09M<0.01%+14,13813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/207,832$1.77M<0.01%-1,03113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA202,335$1.72M<0.01%+17,39413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.191,716$1.63M<0.01%+3,12913F-HRTimelineGroup
Cetera Investment Advisers168,963$1.44M<0.01%+24,46313F-HRTimeline
Cambridge Investment Research Advisors,…129,254$1.1M<0.01%-3,43513F-HRTimeline
Pinnacle Financial Partners Inc117,903$1M0.02%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC93,567$797K0.01%-41,25813F-HRTimeline
NewEdge Advisors, LLC92,450$788K<0.01%-1,95013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,461$694K<0.01%-3,53713F-HRTimelineGroup
Janney Montgomery Scott LLC59,593$508K<0.01%+7,47913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group58,213$496K0.06%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,026$477K<0.01%+13,27113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.54,262$462K0.01%-3,62113F-HRTimeline
Noble Wealth Management PBC53,530$456K0.24%13F-HRTimeline
Sanctuary Advisors, LLC39,783$339K<0.01%+1,10113F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,254$283K<0.01%+18,78013F-HRTimelineGroup
Geneos Wealth Management Inc.33,022$281K0.01%-1,12913F-HRTimeline
Kingsview Wealth Management, LLC29,445$251K<0.01%-3,24213F-HRTimeline
Mariner, LLCin group Mariner, LLC28,794$245K<0.01%-1,45313F-HRTimelineGroup
Elm3 Financial Group, LLC27,693$236K0.19%-14013F-HRTimeline
TD Waterhouse Canada Inc.24,785$211K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,926$204K<0.01%+68113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.22,995$197K0.01%-2,50813F-HRTimelineGroup
SHUFRO ROSE & CO LLC22,600$194K0.02%013F-HRTimeline
Armor Investment Advisors, LLC22,118$188K0.06%013F-HRTimeline
PFG Investments, LLC21,500$183K0.01%013F-HRTimeline
Consolidated Portfolio Review Corp19,911$170K0.02%-2,19513F-HRTimeline
Western Wealth Management, LLC19,738$168K0.01%-80313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,815$162K<0.01%-1,18513F-HRTimelineGroup
WealthPlan Investment Management, LLC18,232$155K0.01%+51813F-HRTimeline
AMERIFLEX GROUP, INC.17,878$152K0.06%+8,93913F-HRTimeline
UBS Group AGin group UBS Group AG17,673$151K<0.01%+26813F-HRTimelineGroup
Sowell Financial Services LLC16,641$142K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,552$141K<0.01%+1,41013F-HRTimelineGroup
D.A. DAVIDSON & CO.16,314$139K<0.01%+5,06313F-HRTimeline
Element Wealth, LLC15,804$135K0.06%+4113F-HRTimeline
Tudor Financial Inc.15,685$134K0.07%+4213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,388$131K<0.01%-7,02513F-HRTimelineGroup
SYNOVUS FINANCIAL CORP15,098$129K<0.01%-32,05313F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,621$125K0.01%+3,34013F-HRTimeline
Fortitude Advisory Group L.L.C.13,912$119K0.06%013F-HRTimeline
Sonora Investment Management Group, LLC13,895$118K0.01%-11,17013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC11,904$101K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,505$97.3K<0.01%+50013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,200$95.4K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC10,605$90.4K<0.01%+1,70013F-HRTimeline
Semus Wealth Partners LLC10,190$86.8K0.05%-7,92113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,669$56.8K0.02%013F-HRTimelineGroup
Allworth Financial LP4,100$34.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,932$16.5K<0.01%-24,88413F-HRTimelineGroup
Costello Asset Management, INC1,868$15.9K0.01%+3213F-HRTimeline
Caldwell Trust Co1,500$12.8K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,449$12.3K<0.01%+25013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,293$11K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,046$8.98K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC875$7.45K<0.01%new13F-HRTimeline
COMERICA BANK730$6.22K<0.01%013F-HRTimeline
J.Safra Asset Management Corp600$5.11K<0.01%new13F-HRTimeline
Key Financial Inc488$4.16K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$4K<0.01%013F-HRTimeline
Advisory Services Network, LLC448$3.82K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC350$2.98K<0.01%new13F-HRTimeline