AF
PFL

Allworth Financial’s PIMCO Income Strategy Fund PFL Stock Holding History

Allworth Financial’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.3K Hold
4,100
– – ﹤0.01% 2839
2026
Q1 		$32.8K Hold
4,100
– – ﹤0.01% 2633
2025
Q4 		$34.6K Hold
4,100
– – ﹤0.01% 2446
2025
Q3 		$34.9K Hold
4,100
– – ﹤0.01% 2354
2025
Q2 		$34.2K Buy
+4,100
New +$33.8K ﹤0.01% 2177
2022
Q4 		– Sell
-1,185
Closed -$9K – 3145
2022
Q3 		$9K Buy
+1,185
New +$10.7K ﹤0.01% 1706

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Allworth Financial's PFL Position: Q2 2026 in Review

Allworth Financial held its PIMCO Income Strategy Fund (PFL) position steady in Q2 2026 at 4,100 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Allworth Financial first reported a position in PFL in Q3 2022 and has held it in 6 quarters since. The position peaked at $34.9K in Q3 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Allworth Financial held 4,100 shares of PIMCO Income Strategy Fund worth $32.3K as of Q2 2026.
  • Allworth Financial left its PIMCO Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2839 holding.
  • Allworth Financial first reported a position in PIMCO Income Strategy Fund in Q3 2022 and has held it in 6 quarters since.
  • Allworth Financial's PIMCO Income Strategy Fund position peaked at $34.9K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.