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
Q2 		$862 Hold
100
– – ﹤0.01% 4750
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allworth Financial's PGP Position: Q2 2026 in Review

Allworth Financial held its PIMCO Global StockPLUS & Income Fund (PGP) position steady in Q2 2026 at 100 shares worth $862. The position accounts for ﹤0.01% of the portfolio, ranked #4750.

Allworth Financial first reported a position in PGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $913 in Q4 2025. 28 funds tracked by Wall St. Rank hold PGP as of Q2 2026.

  • Allworth Financial held 100 shares of PIMCO Global StockPLUS & Income Fund worth $862 as of Q2 2026.
  • Allworth Financial left its PIMCO Global StockPLUS & Income Fund share count unchanged in Q2 2026.
  • PIMCO Global StockPLUS & Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4750 holding.
  • Allworth Financial first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's PIMCO Global StockPLUS & Income Fund position peaked at $913 in Q4 2025.
  • 28 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q2 2026.

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