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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,314
shares
|
$135,569
0.0% of portfolio
|
Q3 2025
Added 45.0%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
15,804
shares
|
$131,331
0.06% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
15,685
shares
|
$130,342
0.07% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,388
shares
|
$127,874
0.0% of portfolio
|
Q3 2025
Reduced 31.34%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
15,098
shares
|
$125,464
0.0% of portfolio
|
Q3 2025
Reduced 67.98%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
14,621
shares
|
$121,500
0.01% of portfolio
|
Q3 2025
Added 29.61%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
13,912
shares
|
$115,608
0.07% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
13,895
shares
|
$115,467
0.01% of portfolio
|
Q3 2025
Reduced 44.56%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,155
shares
|
$101,008
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,904
shares
|
$98,922
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
11,505
shares
|
$95,606
0.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,200
shares
|
$93,072
0.0% of portfolio
|
Q2 2025
Reduced 83.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,605
shares
|
$88,127
0.0% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
10,190
shares
|
$84,678
0.05% of portfolio
|
Q3 2025
Reduced 43.74%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
6,669
shares
|
$55,419
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,100
shares
|
$34,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,868
shares
|
$15,523
0.01% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,560
shares
|
$12,963
0.0% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$12,465
0.0% of portfolio
|
Q4 2019
Added 100.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,449
shares
|
$12,041
0.0% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,046
shares
|
$8,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
875
shares
|
$7,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
730
shares
|
$6,066
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
675
shares
|
$5,609
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
600
shares
|
$4,986
0.0% of portfolio
|
Q3 2025
New holding
|
|