AG
PFL

AmeriFlex Group’s PIMCO Income Strategy Fund PFL Stock Holding History

AmeriFlex Group’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 		$70.4K Hold
8,939
– – 0.03% 414
2026
Q1 		$71.5K Hold
8,939
– – 0.04% 352
2025
Q4 		$75.4K Sell
8,939
-8,939
-50% -$75.4K 0.04% 341
2025
Q3 		$152K Buy
17,878
+8,939
+100% +$75.4K 0.06% 255
2025
Q2 		$74.5K Hold
8,939
– – 0.04% 306
2025
Q1 		$76.9K Hold
8,939
– – 0.03% 384
2024
Q4 		$75.6K Buy
+8,939
New +$75.9K 0.03% 352

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

AmeriFlex Group's PFL Position: Q2 2026 in Review

AmeriFlex Group held its PIMCO Income Strategy Fund (PFL) position steady in Q2 2026 at 8,939 shares worth $70.4K. The position accounts for 0.03% of the portfolio, ranked #414.

AmeriFlex Group first reported a position in PFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $152K in Q3 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • AmeriFlex Group held 8,939 shares of PIMCO Income Strategy Fund worth $70.4K as of Q2 2026.
  • AmeriFlex Group left its PIMCO Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Income Strategy Fund made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #414 holding.
  • AmeriFlex Group first reported a position in PIMCO Income Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's PIMCO Income Strategy Fund position peaked at $152K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.