AF
PGP

Allworth Financial’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Allworth Financial’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$833 Hold
100
– – ﹤0.01% 4619
2025
Q4 		$913 Hold
100
– – ﹤0.01% 4386
2025
Q3 		$855 Buy
+100
New +$843 ﹤0.01% 4301

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Allworth Financial's PGP Position: Q1 2026 in Review

Allworth Financial held its PIMCO Global StockPLUS & Income Fund (PGP) position steady in Q1 2026 at 100 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #4619.

Allworth Financial first reported a position in PGP in Q3 2025 and has held it in 3 quarters since. The position peaked at $913 in Q4 2025. 31 funds tracked by Wall St. Rank hold PGP as of Q1 2026.

  • Allworth Financial held 100 shares of PIMCO Global StockPLUS & Income Fund worth $833 as of Q1 2026.
  • Allworth Financial left its PIMCO Global StockPLUS & Income Fund share count unchanged in Q1 2026.
  • PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4619 holding.
  • Allworth Financial first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's PIMCO Global StockPLUS & Income Fund position peaked at $913 in Q4 2025.
  • 31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.