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PIMIX PIMCO INCOME FUND-INS

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COM (fund)

7 managers (7 13F filers) reported a position in PIMIX shares at 2025-12-31, 259,741 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
7
13F filers
7
New
1
Added
2
Reduced
1
Sold out
3
Shares held by filers
259,741

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
EVERETT HARRIS & CO /CA/82,252$904K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …69,757$767K0.43%13F-HRTimeline
Redwood Wealth Management Group, LLC49,420$543K0.23%-4,43713F-HRTimeline
OAKWORTH CAPITAL, INC.34,660$381K0.02%+34,25213F-HRTimeline
FIRST MERCHANTS CORP14,698$162K0.01%013F-HRTimeline
Motiv8 Investments LLC6,895$76K0.04%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,059$22.6K<0.01%+49513F-HRTimelineGroup