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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 2026-06-30, 845,568 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
7
13F filers
7
New
3
Added
1
Reduced
0
Sold out
6
Shares held by filers
845,568

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LIBERTY WEALTH MANAGEMENT LLC470,399$5.07M0.63%013F-HRTimeline
Wealthspire Advisors, LLC225,648$2.45M0.01%new13F-HRTimeline
CONNORS INVESTOR SERVICES INC57,413$624K0.05%+6,02713F-HRTimeline
Ethos Financial Group, LLC46,817$501K0.03%new13F-HRTimeline
Grey Ledge Advisors, LLC24,536$266K0.05%new13F-HRTimeline
FIRST MERCHANTS CORP14,698$160K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …6,057$65.8K0.01%13F-HRTimelineGroup