AIA
PFL

Armor Investment Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Armor Investment Advisors’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
Q1 		$174K Hold
21,736
– – 0.06% 107
2025
Q4 		$183K Sell
21,736
-382
-2% -$3.22K 0.07% 97
2025
Q3 		$188K Hold
22,118
– – 0.06% 105
2025
Q2 		$184K Hold
22,118
– – 0.07% 102
2025
Q1 		$190K Hold
22,118
– – 0.08% 102
2024
Q4 		$185K Sell
22,118
-900
-4% -$7.64K 0.08% 100
2024
Q3 		$197K Sell
23,018
-653
-3% -$5.42K 0.08% 101
2024
Q2 		$193K Sell
23,671
-6,332
-21% -$52.6K 0.09% 97
2024
Q1 		$254K Sell
30,003
-8,524
-22% -$72.1K 0.12% 95
2023
Q4 		$325K Sell
38,527
-8,030
-17% -$62.8K 0.17% 86
2023
Q3 		$357K Buy
46,557
+6,458
+16% +$51.8K 0.21% 80
2023
Q2 		$328K Sell
40,099
-9,547
-19% -$76.7K 0.2% 81
2023
Q1 		$404K Sell
49,646
-21,415
-30% -$182K 0.23% 81
2022
Q4 		$576K Sell
71,061
-21,859
-24% -$181K 0.35% 72
2022
Q3 		$741K Sell
92,920
-127,550
-58% -$1.15M 0.5% 51
2022
Q2 		$1.98M Buy
220,470
+8,188
+4% +$76.8K 1.28% 27
2022
Q1 		$2.17M Buy
212,282
+27,155
+15% +$280K 1.23% 27
2021
Q4 		$2.03M Buy
185,127
+9,812
+6% +$109K 1.15% 29
2021
Q3 		$2.04M Sell
175,315
-13,296
-7% -$166K 1.28% 28
2021
Q2 		$2.4M Buy
188,611
+9,950
+6% +$123K 1.45% 21
2021
Q1 		$2.15M Buy
178,661
+10,345
+6% +$121K 1.39% 20
2020
Q4 		$1.93M Buy
168,316
+2,251
+1% +$24.1K 1.36% 21
2020
Q3 		$1.68M Buy
166,065
+5,381
+3% +$54.3K 1.44% 22
2020
Q2 		$1.56M Buy
160,684
+10,496
+7% +$96.3K 1.35% 24
2020
Q1 		$1.27M Sell
150,188
-273
-0.2% -$3.01K 1.3% 26
2019
Q4 		$1.78M Buy
150,461
+6,861
+5% +$80K 1.39% 23
2019
Q3 		$1.64M Buy
143,600
+6,991
+5% +$81.7K 1.34% 22
2019
Q2 		$1.61M Buy
136,609
+3,468
+3% +$40.5K 1.36% 22
2019
Q1 		$1.53M Buy
133,141
+3,800
+3% +$43.1K 1.32% 24
2018
Q4 		$1.41M Sell
129,341
-1,300
-1% -$14.3K 1.43% 22
2018
Q3 		$1.54M Sell
130,641
-7,212
-5% -$87.2K 1.37% 22
2018
Q2 		$1.63M Sell
137,853
-5,700
-4% -$68.4K 1.47% 21
2018
Q1 		$1.68M Buy
143,553
+900
+0.6% +$10.4K 1.53% 21
2017
Q4 		$1.67M Buy
142,653
+1,300
+0.9% +$15.4K 1.51% 21
2017
Q3 		$1.71M Sell
141,353
-600
-0.4% -$7.25K 1.63% 16
2017
Q2 		$1.68M Buy
141,953
+267
+0.2% +$3.1K 1.67% 17
2017
Q1 		$1.58M Buy
141,686
+6,750
+5% +$73.6K 1.58% 19
2016
Q4 		$1.43M Buy
+134,936
New +$1.4M 1.47% 20

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Armor Investment Advisors's PFL Position: Q1 2026 in Review

Armor Investment Advisors held its PIMCO Income Strategy Fund (PFL) position steady in Q1 2026 at 21,736 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #107.

Armor Investment Advisors first reported a position in PFL in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.4M in Q2 2021. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • Armor Investment Advisors held 21,736 shares of PIMCO Income Strategy Fund worth $174K as of Q1 2026.
  • Armor Investment Advisors left its PIMCO Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Income Strategy Fund made up 0.06% of Armor Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Armor Investment Advisors first reported a position in PIMCO Income Strategy Fund in Q4 2016 and has held it in 38 quarters since.
  • Armor Investment Advisors's PIMCO Income Strategy Fund position peaked at $2.4M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.