PIMIX PIMCO INCOME FUND-INS

COM (fund)

11 managers (11 13F filers) reported a position in PIMIX shares at 2026-03-31, 795,837 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.

Managers: 11
13F filers: 11
New: 5
Added: 3
Reduced: 1
Sold out: 0
Shares held by filers: 795,837

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.

Holder	Shares	Value	% of portfolio	Change	Source
LIBERTY WEALTH MANAGEMENT LLC	470,399	$5.07M	0.63%	new	13F-HR Timeline
EVERETT HARRIS & CO /CA/	82,252	$887K	0.01%	0	13F-HR Timeline
Garton & Associates Financial Advisors …	65,019	$701K	0.57%	-4,738	13F-HR Timeline
CONNORS INVESTOR SERVICES INC	51,386	$554K	0.05%	new	13F-HR Timeline
Redwood Wealth Management Group, LLC	49,440	$533K	0.23%	+20	13F-HR Timeline
OAKWORTH CAPITAL, INC.	34,763	$375K	0.02%	+103	13F-HR Timeline
PSI Advisors, LLC	15,332	$165K	0.04%	new	13F-HR Timeline
FIRST MERCHANTS CORP	14,698	$158K	0.01%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	6,031	$65K	0.01%	+3,972	13F-HR Timeline Group
McIlrath & Eck, LLC	4,712	$50.8K	<0.01%	new	13F-HR Timeline
Estabrook Capital Management	1,805	$19.5K	<0.01%	new	13F-HR Timeline