PIMCO INCOME STRATEGY FUND - COM (PFL)

CUSIP: 72201H108

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / COM
Total 13F shares
7,945,599
Share change
+293,688
Total reported value
$63,569,055
Price per share
$8.00
Number of holders
84
Value change
+$2,314,687
Number of buys
44
Number of sells
20

Quarterly Holders Quick Answers

What is CUSIP 72201H108?
CUSIP 72201H108 identifies PFL - PIMCO INCOME STRATEGY FUND - COM in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of PFL - PIMCO INCOME STRATEGY FUND - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
GUGGENHEIM CAPITAL LLC
13F
Company
class O/S missing
983,056
$8,287,162 31 Dec 2025
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
719,418
$6,064,692 31 Dec 2025
13F
INDEPENDENT FINANCIAL GROUP, LLC
13F
Company
class O/S missing
559,336
$4,715,202 31 Dec 2025
13F
MORGAN STANLEY
13F
Company
class O/S missing
553,865
$4,669,087 31 Dec 2025
13F
LPL Financial LLC
13F
Company
class O/S missing
497,728
$4,195,845 31 Dec 2025
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
416,405
$3,510,290 31 Dec 2025
13F
GraniteShares Advisors LLC
13F
Company
class O/S missing
324,852
$2,738,502 31 Dec 2025
13F
Invesco Ltd.
13F
Company
class O/S missing
317,350
$2,675,261 31 Dec 2025
13F
HOHIMER WEALTH MANAGEMENT, LLC
13F
Company
class O/S missing
256,970
$2,166,256 31 Dec 2025
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
255,725
$2,155,780 31 Dec 2025
13F
CENTAURUS FINANCIAL, INC.
13F
Company
class O/S missing
253,640
$2,138,000 31 Dec 2025
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
class O/S missing
252,975
$2,132,579 31 Dec 2025
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
232,807
$1,962,546 31 Dec 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
204,988
$1,728,052 31 Dec 2025
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
202,806
$1,710,000 31 Dec 2025
13F
Cetera Investment Advisers
13F
Company
class O/S missing
173,467
$1,462,329 31 Dec 2025
13F
Pinnacle Financial Partners, Inc.
13F
Company
class O/S missing
133,001
$1,121,198 31 Dec 2025
13F
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
Company
class O/S missing
93,252
$786,114 31 Dec 2025
13F
TRUIST FINANCIAL CORP
13F
Company
class O/S missing
92,049
$775,971 31 Dec 2025
13F
NewEdge Advisors, LLC
13F
Company
class O/S missing
90,650
$764,180 31 Dec 2025
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
class O/S missing
89,577
$755,000 31 Dec 2025
13F
Cypress Capital Group
13F
Company
class O/S missing
58,213
$490,736 31 Dec 2025
13F
Janney Montgomery Scott LLC
13F
Company
class O/S missing
56,523
$476,000 31 Dec 2025
13F
RAYMOND JAMES FINANCIAL INC
13F
Company
class O/S missing
56,053
$472,525 31 Dec 2025
13F
Noble Wealth Management PBC
13F
Company
class O/S missing
52,930
$446,200 31 Dec 2025
13F
Geneos Wealth Management Inc.
13F
Company
class O/S missing
52,555
$443,039 31 Dec 2025
13F
J.W. COLE ADVISORS, INC.
13F
Company
class O/S missing
52,462
$442,256 31 Dec 2025
13F
Kestra Advisory Services, LLC
13F
Company
class O/S missing
49,298
$415,579 31 Dec 2025
13F
SILVER OAK SECURITIES, INCORPORATED
13F
Company
class O/S missing
47,843
$404,608 31 Dec 2025
13F
Sanctuary Advisors, LLC
13F
Company
class O/S missing
40,911
$344,879 31 Dec 2025
13F
StoneX Group Inc.
13F
Company
class O/S missing
39,898
$337,697 31 Dec 2025
13F
Elm3 Financial Group, LLC
13F
Company
class O/S missing
27,435
$231,277 31 Dec 2025
13F
TD Waterhouse Canada Inc.
13F
Company
class O/S missing
24,785
$209,681 31 Dec 2025
13F
Stratos Wealth Partners, LTD.
13F
Company
class O/S missing
24,621
$207,557 31 Dec 2025
13F
SHUFRO ROSE & CO LLC
13F
Company
class O/S missing
24,100
$203,163 31 Dec 2025
13F
D.A. DAVIDSON & CO.
13F
Company
class O/S missing
23,999
$202,312 31 Dec 2025
13F
TWO SIGMA SECURITIES, LLC
13F
Company
class O/S missing
23,539
$198,434 31 Dec 2025
13F
PFG Investments, LLC
13F
Company
class O/S missing
23,500
$198,105 31 Dec 2025
13F
Armor Investment Advisors, LLC
13F
Company
class O/S missing
21,736
$183,234 31 Dec 2025
13F
Beacon Pointe Advisors, LLC
13F
Company
class O/S missing
20,605
$173,698 31 Dec 2025
13F
Fortitude Advisory Group L.L.C.
13F
Company
class O/S missing
20,472
$172,579 31 Dec 2025
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
class O/S missing
19,998
$168,583 31 Dec 2025
13F
BlackRock, Inc.
13F
Company
class O/S missing
19,764
$166,611 31 Dec 2025
13F
Lido Advisors, LLC
13F
Company
class O/S missing
18,815
$161,835 31 Dec 2025
13F
Kingsview Wealth Management, LLC
13F
Company
class O/S missing
18,412
$155,211 31 Dec 2025
13F
Western Wealth Management, LLC
13F
Company
class O/S missing
18,345
$154,653 31 Dec 2025
13F
UBS Group AG
13F
Company
class O/S missing
17,123
$144,347 31 Dec 2025
13F
Sowell Financial Services LLC
13F
Company
class O/S missing
16,641
$140,283 31 Dec 2025
13F
Focus Partners Wealth
13F
Company
class O/S missing
15,095
$127,251 31 Dec 2025
13F
Element Wealth, LLC
13F
Company
class O/S missing
14,947
$126,003 31 Dec 2025
13F

Institutional Holders of PIMCO INCOME STRATEGY FUND - COM (PFL) as of Q1 2026

As of 31 Mar 2026, PIMCO INCOME STRATEGY FUND - COM (PFL) was held by 84 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,945,599 shares. The largest 10 holders included GUGGENHEIM CAPITAL LLC, AMERIPRISE FINANCIAL INC, MORGAN STANLEY, INDEPENDENT FINANCIAL GROUP, LLC, HOHIMER WEALTH MANAGEMENT, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, Invesco Ltd., GraniteShares Advisors LLC, and STIFEL FINANCIAL CORP. This page lists 84 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
78
Q1 2026 holders
84
Holder diff
6
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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