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Disclosery

PFL PIMCO INCOME STRATEGY FD

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COM (fund), issuer CIK 1244183

87 managers (87 13F filers) reported a position in PFL shares at 2026-03-31, 8,047,679 shares in all. 13 filers opened a position and 3 filers sold out during the quarter.

Managers
87
13F filers
87
New
13
Added
32
Reduced
19
Sold out
3
Shares held by filers
8,047,679

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC955,029$7.64M0.06%-28,02713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC805,007$6.44M<0.01%+85,58913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY589,039$4.71M<0.01%+35,17413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC550,155$4.4M0.1%-9,18113F-HR/ATimeline
HOHIMER WEALTH MANAGEMENT, LLC435,267$3.48M0.43%+178,29713F-HRTimeline
LPL Financial LLC419,885$3.36M<0.01%-77,84313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN411,848$3.29M<0.01%-4,55713F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.331,441$2.65M<0.01%+14,09113F-HRTimelineGroup
GraniteShares Advisors LLC291,488$2.33M1.68%-33,36413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP275,920$2.21M<0.01%+20,19513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.254,380$2.04M0.1%+74013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA235,475$1.88M<0.01%+32,66913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.234,646$1.88M<0.01%+1,83913F-HRTimelineGroup
Cetera Investment Advisers214,507$1.72M<0.01%+41,04013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,189$1.64M<0.01%+20113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC197,799$1.58M<0.01%-55,17613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …140,956$1.13M0.01%+7,95513F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC93,252$746K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,412$739K<0.01%+36313F-HRTimelineGroup
Cambridge Investment Research Advisors,…88,266$706K<0.01%-1,31113F-HRTimeline
NewEdge Advisors, LLC79,650$637K<0.01%-11,00013F-HR/ATimeline
Navis Wealth Advisors, LLC68,651$549K0.28%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,369$475K<0.01%+3,31613F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group58,213$466K0.05%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,754$430K<0.01%+4,45613F-HRTimelineGroup
Geneos Wealth Management Inc.52,956$424K0.01%+40113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED46,343$371K0.03%-1,50013F-HRTimeline
Janney Montgomery Scott LLC45,359$363K<0.01%-11,16413F-HRTimeline
Shaker Financial Services, LLC43,231$346K0.12%new13F-HRTimeline
Sanctuary Advisors, LLC42,077$337K<0.01%+1,16613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,315$307K<0.01%+25,76813F-HRTimelineGroup
Noble Wealth Management PBC38,262$306K0.16%-14,66813F-HRTimeline
Clear Point Advisors Inc.5,642$294K0.23%new13F-HRTimeline
D.A. DAVIDSON & CO.35,757$286K<0.01%+11,75813F-HRTimeline
Elm3 Financial Group, LLC25,885$207K0.17%-1,55013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,149$201K<0.01%+52813F-HRTimelineGroup
TD Waterhouse Canada Inc.24,785$200K<0.01%013F-HRTimeline
SHUFRO ROSE & CO LLC24,100$193K0.01%013F-HRTimeline
PFG Investments, LLC23,500$188K0.01%013F-HRTimeline
Armor Investment Advisors, LLC21,736$174K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,406$171K<0.01%+1,40813F-HRTimelineGroup
Beacon Pointe Advisors, LLC20,959$168K<0.01%+35413F-HRTimeline
Fortitude Advisory Group L.L.C.20,472$164K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,878$161K0.01%-20,02013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.19,764$158K<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC18,815$152K<0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC18,951$152K<0.01%+53913F-HRTimeline
UBS Group AGin group UBS Group AG17,140$137K<0.01%+1713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,113$137K<0.01%+5,60813F-HRTimelineGroup
Western Wealth Management, LLC16,788$134K0.01%-1,55713F-HR/ATimeline
Sowell Financial Services LLC16,641$133K<0.01%013F-HRTimeline
Element Wealth, LLC15,350$123K0.05%+40313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,095$121K<0.01%013F-HRTimelineGroup
Tudor Financial Inc.14,708$118K0.06%013F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.14,327$115K<0.01%-39713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,742$93.9K<0.01%+28813F-HRTimelineGroup
SCOTIA CAPITAL INC.11,574$92.6K<0.01%-17413F-HRTimeline
Mariner, LLCin group Mariner, LLC11,376$91K<0.01%-2,48713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,200$89.6K<0.01%013F-HRTimelineGroup
Integrity Advisory Solutions, LLC10,803$86.4K0.01%new13F-HRTimeline
Semus Wealth Partners LLC10,149$81.2K0.05%-4113F-HRTimeline
Shay Capital LLC10,100$80.8K0.01%new13F-HRTimeline
Sprinkle Financial Consultants LLC10,000$80K0.04%new13F-HRTimeline
AMERIFLEX GROUP, INC.8,939$71.5K0.04%013F-HRTimeline
CoreCap Advisors, LLC8,345$66.8K<0.01%+1,90013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,000$64K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…6,669$53.4K0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC4,250$34K0.01%013F-HRTimeline
Allworth Financial LP4,100$32.8K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,561$28.7K<0.01%+13613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,500$20K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co1,500$12K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,449$11.6K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,434$11.5K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC1,202$9.62K<0.01%+3413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,100$8.8K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC929$7.43K<0.01%+2713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…730$5.84K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC648$5.18K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP635$4.9K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc510$4.08K<0.01%+1013F-HRTimeline
GHP Investment Advisors, Inc.500$4K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC500$4K<0.01%013F-HRTimeline
Key Financial Inc488$3.9K<0.01%013F-HRTimeline
Osbon Capital Management LLC326$2.61K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…178$1.43K<0.01%-65513F-HRTimelineGroup
Farther Finance Advisors, LLC140$1.13K<0.01%+413F-HRTimeline