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PIMCO INCOME STRATEGY FUND hedge fund holdings

PFLNYSE
$6.85-0.13 (-1.86% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PFL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-20.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252418$6.69M$4.48M70Aug 14, 2025
Q3 20252323$7.9M$13.5M68Nov 14, 2025
Q4 20252818$12.9M$4.78M74Feb 14, 2026
Q1 20262514$5.04M$2.81M82May 15, 2026
Q2 20262525$7.19M$5.18M73Aug 14, 2026

Quarterly action breakdown

Q2 2026
73 filers
New position
8
$1.11M+141K sh
Increased
17
$6.08M+772K sh
Reduced
11
-$4.07M-516K sh
Out / sold
14
-$1.11M-141K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCAdded 582.57%+$2M$2.35M0.74%Jul 15, 2026
Lido Advisors, LLCAdded 558.43%+$1.14M$1.35M0.00%Aug 7, 2026
Guggenheim Capital LLCReduce 7.85%-$591K$6.93M0.04%Aug 12, 2026
Navis Wealth Advisors, LLCSell 100%-$549K$00.00%Aug 14, 2026
GraniteShares Advisors LLCAdded 15.06%+$346K$2.64M1.70%Aug 4, 2026
Clear Point Advisors Inc.Sell 100%-$294K$00.00%Jul 29, 2026
IMC-Chicago, LLCNew Buy+$252K$252K0.00%Aug 6, 2026
Independent Financial Group, LLCReduce 4.62%-$200K$4.13M0.08%Jul 15, 2026
Kingsview Wealth Management, LLCSell 100%-$152K$00.00%Aug 19, 2026
Bensler, LLCNew Buy+$138K$138K0.01%Jul 23, 2026
Geneos Wealth Management Inc.Added 24.10%+$101K$518K0.01%Aug 6, 2026
Integrity Advisory Solutions, LLCSell 100%-$86.4K$00.00%Jul 31, 2026
Semus Wealth Partners LLCSell 100%-$81.2K$00.00%Aug 10, 2026
Centennial BankNew Buy+$78.8K$78.8K0.03%Aug 10, 2026
Silver Oak Securities, IncorporatedReduce 10.81%-$39.5K$326K0.02%Aug 7, 2026
Elm3 Financial Group, LLCReduce 12.97%-$26.5K$178K0.12%Jul 29, 2026
Armor Investment Advisors, LLCReduce 14.78%-$25.3K$146K0.05%Aug 4, 2026
Western Wealth Management, LLCReduce 16.40%-$21.7K$111K0.00%Aug 14, 2026
Stratos Wealth Partners, LTD.Added 7.67%+$15.2K$213K0.00%Aug 11, 2026
Caldwell Trust CoSell 100%-$12K$00.00%Aug 3, 2026
Financial Freedom, LLCSell 100%-$7.43K$00.00%Aug 6, 2026
Integrity Alliance, LLC.Reduce 5.93%-$6.7K$106K0.00%Jul 31, 2026
Pinnacle Financial Partners, Inc.Reduce 0.46%-$5.16K$1.11M0.01%Aug 14, 2026
Element Wealth, LLCAdded 3.32%+$4.01K$125K0.05%Aug 14, 2026
GHP Investment Advisors, Inc.Sell 100%-$4K$00.00%Jul 20, 2026
Key Financial IncSell 100%-$3.9K$00.00%Jul 24, 2026
D.A. Davidson & Co.Added 1.33%+$3.75K$286K0.00%Jul 24, 2026
Highline Wealth Partners LLCAdded 2.82%+$946$34.4K0.01%Jul 15, 2026

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