Institutional Ownership Pimco Income Strategy Fund Ii (PFN)
This table provides information about the institutional ownership of Pimco Income Strategy Fund Ii (PFN). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
11,000
shares
|
$82,170
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
10,988
shares
|
$82,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,776
shares
|
$80,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,327
shares
|
$77,142
0.0% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,949
shares
|
$74,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
5,968
shares
|
$44,580
0.0% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,567
shares
|
$41,585
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
5,473
shares
|
$40,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
4,786
shares
|
$35,751
0.0% of portfolio
|
Q2 2021
Reduced 17.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,375
shares
|
$32,681
0.0% of portfolio
|
Q3 2025
Added 45.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,069
shares
|
$30,395
0.0% of portfolio
|
Q4 2024
Added 114.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,766
shares
|
$28,132
0.0% of portfolio
|
Q3 2025
Reduced 38.26%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,648
shares
|
$27,250
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,740
shares
|
$20,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
2,649
shares
|
$19,788
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,639
shares
|
$19,713
0.0% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,020
shares
|
$15,089
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,887
shares
|
$14,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$11,205
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,450
shares
|
$10,831
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,363
shares
|
$10,181
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,200
shares
|
$8,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$7,470
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$7,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
986
shares
|
$7,365
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|