Quick Takeaways
- PFN - PIMCO Income Strategy Fund II has 43 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are not currently available.
Insider Transactions Reported by 43 Insiders of PIMCO Income Strategy Fund II
- Symbol
- PFN on NYSE
- Location
- New York, NY
What Changed
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 10 Apr 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
PIMCO Income Strategy Fund II executives and other stock owners filed with the SEC include:
Top shareholders of PIMCO Income Strategy Fund II (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
|
1,707,807
|
$12,808,552 | — | 31 Dec 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
1,479,247
|
$11,094,350 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
1,314,714
|
$9,860,353 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
1,090,582
|
$8,179,364 | — | 31 Dec 2025 | |
| EverSource Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
1,065,739
|
$7,993,043 | — | 31 Dec 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
806,234
|
$6,047,000 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
806,145
|
$6,046,088 | — | 31 Dec 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
803,507
|
$6,026,303 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
782,179
|
$5,866,343 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
674,383
|
$5,057,873 | — | 31 Dec 2025 | |
| Concurrent Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
311,998
|
$2,339,985 | — | 31 Dec 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
252,698
|
$1,895,234 | — | 31 Dec 2025 | |
| CoreCap Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
244,065
|
$1,830,488 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
207,211
|
$1,554,085 | — | 31 Dec 2025 | |
| PRIVATE TRUST CO NA |
13F
|
Company |
—
class O/S missing
|
192,830
|
$1,446,227 | — | 31 Dec 2025 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
191,463
|
$1,435,969 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
189,546
|
$1,421,590 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
189,394
|
$1,420,456 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
151,184
|
$1,136,482 | — | 31 Dec 2025 | |
| Whipplewood Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
133,917
|
$1,004,378 | — | 31 Dec 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
133,598
|
$1,001,985 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
116,672
|
$875,038 | — | 31 Dec 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
—
class O/S missing
|
116,000
|
$870,000 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
112,737
|
$845,528 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
—
class O/S missing
|
105,800
|
$793,500 | — | 31 Dec 2025 | |
| Moors & Cabot, Inc. |
13F
|
Company |
—
class O/S missing
|
103,698
|
$777,738 | — | 31 Dec 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
101,678
|
$762,585 | — | 31 Dec 2025 | |
| Keudell/Morrison Wealth Management |
13F
|
Company |
—
class O/S missing
|
93,690
|
$702,677 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
92,341
|
$692,555 | — | 31 Dec 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
92,318
|
$692,384 | — | 31 Dec 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
85,821
|
$644,000 | — | 31 Dec 2025 | |
| Simplicity Wealth,LLC |
13F
|
Company |
—
class O/S missing
|
80,427
|
$603,203 | — | 31 Dec 2025 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
—
class O/S missing
|
79,973
|
$600,000 | — | 31 Dec 2025 | |
| Compound Planning, Inc. |
13F
|
Company |
—
class O/S missing
|
79,160
|
$593,701 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
77,077
|
$578,081 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
77,014
|
$577,604 | — | 31 Dec 2025 | |
| HUB Investment Partners, LLC |
13F
|
Company |
—
class O/S missing
|
75,663
|
$567,470 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
74,971
|
$563,000 | — | 31 Dec 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
—
class O/S missing
|
74,117
|
$555,878 | — | 31 Dec 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
68,462
|
$513,000 | — | 31 Dec 2025 | |
| Verity Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
67,746
|
$508,096 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
63,180
|
$473,850 | — | 31 Dec 2025 | |
| Main Street Financial Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
57,213
|
$429,098 | — | 31 Dec 2025 | |
| RS CRUM INC. |
13F
|
Company |
—
class O/S missing
|
55,750
|
$418,125 | — | 31 Dec 2025 | |
| Mallini Complete Financial Planning LLC |
13F
|
Company |
—
class O/S missing
|
54,489
|
$408,668 | — | 31 Dec 2025 | |
| Apollon Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
51,604
|
$387,029 | — | 31 Dec 2025 | |
| Pinnacle Financial Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
48,850
|
$366,420 | — | 31 Dec 2025 | |
| Cypress Capital Group |
13F
|
Company |
—
class O/S missing
|
47,157
|
$353,678 | — | 31 Dec 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
46,339
|
$347,544 | — | 31 Dec 2025 | |
| Certified Advisory Corp |
13F
|
Company |
—
class O/S missing
|
46,131
|
$345,982 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for PIMCO Income Strategy Fund II
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* An asterisk sign (*) next to the price indicates that the price is likely invalid.