Institutional Ownership Pimco Corporate & Income Strategy Fund (PCN)
This table provides information about the institutional ownership of Pimco Corporate & Income Strategy Fund (PCN). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,188
shares
|
$128,470
0.08% of portfolio
|
Q3 2025
Reduced 22.68%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,095
shares
|
$127,297
0.01% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
10,071
shares
|
$126,995
0.06% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,284
shares
|
$104,461
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,710
shares
|
$97,223
0.0% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
7,660
shares
|
$96,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,100
shares
|
$89,531
0.01% of portfolio
|
Q1 2025
Added 118233.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,212
shares
|
$78,333
0.0% of portfolio
|
Q3 2024
Added 715.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,255
shares
|
$66,265
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,590
shares
|
$57,879
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,300
shares
|
$54,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
3,412
shares
|
$43,025
0.0% of portfolio
|
Q2 2023
Reduced 48.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,160
shares
|
$39,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,000
shares
|
$37,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
2,917
shares
|
$36,783
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,800
shares
|
$35,308
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,192
shares
|
$27,641
0.0% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,162
shares
|
$27,262
0.0% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,071
shares
|
$26,115
0.0% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$25,220
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,835
shares
|
$23,139
0.0% of portfolio
|
Q3 2023
Reduced 65.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,700
shares
|
$21,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,500
shares
|
$18,915
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,379
shares
|
$17,389
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,081
shares
|
$13,631
0.0% of portfolio
|
Q3 2025
New holding
|
|