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Disclosery

PFL PIMCO INCOME STRATEGY FD

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COM (fund), issuer CIK 1244183

78 managers (78 13F filers) reported a position in PFL shares at 2025-12-31, 7,761,637 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
78
13F filers
78
New
12
Added
26
Reduced
25
Sold out
5
Shares held by filers
7,761,637

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC983,056$8.29M0.06%+187,97813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC719,418$6.06M<0.01%+385,35613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC559,336$4.72M0.11%-10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY553,865$4.67M<0.01%+37,15913F-HR/ATimelineGroup
LPL Financial LLC497,728$4.2M<0.01%+76,68613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN416,405$3.51M<0.01%-10,69713F-HRTimelineGroup
GraniteShares Advisors LLC324,852$2.74M1.66%new13F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.317,350$2.68M<0.01%-14,11013F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC256,970$2.17M0.29%+245,06613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP255,725$2.16M<0.01%+10,31613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.253,640$2.14M0.1%-99,84413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC252,975$2.13M<0.01%-55,28013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.232,807$1.96M<0.01%+41,09113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,988$1.73M<0.01%-2,84413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA202,806$1.71M<0.01%+47113F-HRTimelineGroup
Cetera Investment Advisers173,467$1.46M<0.01%+4,50413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …133,001$1.12M0.01%13F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC93,252$786K0.01%-31513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,049$776K<0.01%+10,58813F-HRTimelineGroup
NewEdge Advisors, LLC90,650$764K<0.01%-1,80013F-HRTimeline
Cambridge Investment Research Advisors,…89,577$755K<0.01%-39,67713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group58,213$491K0.05%013F-HRTimelineGroup
Janney Montgomery Scott LLC56,523$476K<0.01%-3,07013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,053$473K<0.01%+2713F-HRTimelineGroup
Noble Wealth Management PBC52,930$446K0.22%-60013F-HRTimeline
Geneos Wealth Management Inc.52,555$443K0.01%+19,53313F-HRTimeline
J.W. COLE ADVISORS, INC.52,462$442K0.01%-1,80013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC49,298$416K<0.01%+16,04413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED47,843$405K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC40,911$345K<0.01%+1,12813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.39,898$338K0.01%+16,90313F-HRTimelineGroup
Elm3 Financial Group, LLC27,435$231K0.19%-25813F-HRTimeline
TD Waterhouse Canada Inc.24,785$210K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.24,621$208K<0.01%+69513F-HRTimelineGroup
SHUFRO ROSE & CO LLC24,100$203K0.01%+1,50013F-HRTimeline
D.A. DAVIDSON & CO.23,999$202K<0.01%+7,68513F-HRTimeline
TWO SIGMA SECURITIES, LLC23,539$198K0.03%new13F-HRTimeline
PFG Investments, LLC23,500$198K0.01%+2,00013F-HRTimeline
Armor Investment Advisors, LLC21,736$183K0.07%-38213F-HRTimeline
Beacon Pointe Advisors, LLC20,605$174K<0.01%new13F-HRTimeline
Fortitude Advisory Group L.L.C.20,472$173K0.07%+6,56013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,998$169K<0.01%+3,44613F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.19,764$167K<0.01%+17,83213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC18,815$162K<0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC18,412$155K<0.01%-11,03313F-HRTimeline
Western Wealth Management, LLC18,345$155K0.01%-1,39313F-HRTimeline
UBS Group AGin group UBS Group AG17,123$144K<0.01%-55013F-HRTimelineGroup
Sowell Financial Services LLC16,641$140K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,095$127K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC14,947$126K0.05%-85713F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,724$124K<0.01%+10313F-HRTimeline
Tudor Financial Inc.14,708$124K0.06%-97713F-HRTimeline
Mariner, LLCin group Mariner, LLC13,863$117K<0.01%-14,93113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,547$106K<0.01%-2,84113F-HRTimelineGroup
SCOTIA CAPITAL INC.11,748$99K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,505$97.3K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,454$96.6K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,200$94.4K<0.01%013F-HRTimelineGroup
Semus Wealth Partners LLC10,190$85.9K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.8,939$75.4K0.04%-8,93913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,669$56.2K0.02%013F-HRTimelineGroup
CoreCap Advisors, LLC6,445$54.3K<0.01%-4,16013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4,250$35.8K0.01%+3,90013F-HRTimeline
Allworth Financial LP4,100$34.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,425$28.9K<0.01%new13F-HRTimeline
Caldwell Trust Co1,500$12.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,449$12.2K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,434$12.1K<0.01%+14113F-HRTimelineGroup
Costello Asset Management, INC1,168$9.84K<0.01%-70013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,100$9.27K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC902$7.6K<0.01%+2713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…833$7.09K<0.01%-21313F-HR/ATimelineGroup
COMERICA BANK730$6.15K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…595$5.02K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc500$4.21K<0.01%new13F-HRTimeline
Key Financial Inc488$4.11K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC500$4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC136$1.14K<0.01%new13F-HRTimeline