Institutional Ownership Pimco Income Strategy Fund (PFL)
This table provides information about the institutional ownership of Pimco Income Strategy Fund (PFL). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $63.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
54,262
shares
|
$450,917
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,128
shares
|
$399,943
0.02% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,920
shares
|
$306,805
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
33,254
shares
|
$276,340
0.0% of portfolio
|
Q3 2025
Added 129.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,022
shares
|
$274,412
0.01% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
29,445
shares
|
$244,687
0.0% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
28,794
shares
|
$239,278
0.0% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
27,693
shares
|
$230,128
0.19% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
24,785
shares
|
$205,963
0.0% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
23,926
shares
|
$198,825
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
22,995
shares
|
$191,088
0.01% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
22,600
shares
|
$187,806
0.02% of portfolio
|
Q1 2024
Reduced 4.24%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
22,118
shares
|
$183,800
0.07% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
21,500
shares
|
$178,665
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
19,911
shares
|
$165,460
0.02% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,870
shares
|
$165,119
0.01% of portfolio
|
Q2 2020
Added 5.42%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,738
shares
|
$164,022
0.01% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,903
shares
|
$157,083
0.19% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
18,815
shares
|
$156,352
0.0% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
18,428
shares
|
$153,136
0.08% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,232
shares
|
$151,507
0.01% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
17,878
shares
|
$148,566
0.06% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
17,673
shares
|
$146,862
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,641
shares
|
$138,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
16,552
shares
|
$137,547
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|