Atomi Financial Group’s PIMCO Strategic Income Fund RCS Stock Holding History

Atomi Financial Group’s Portfolio RCS Stock Details RCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$159K	Sell	29,639 -450	-1%	-$2.6K	﹤0.01%	1173
2025 Q4	$168K	Sell	30,089 -1,890	-6%	-$13.1K	﹤0.01%	1160
2025 Q3	$243K	Sell	31,979 -1,000	-3%	-$7.2K	0.01%	1003
2025 Q2	$230K	Sell	32,979 -402	-1%	-$2.49K	0.01%	980
2025 Q1	$209K	Sell	33,381 -64,701	-66%	-$411K	0.01%	956
2024 Q4	$747K	Buy	98,082 +1,418	+1%	+$10.9K	0.04%	341
2024 Q3	$743K	Sell	96,664 -2,347	-2%	-$16.2K	0.05%	316
2024 Q2	$615K	Buy	99,011 +14,475	+17%	+$86.5K	0.05%	331
2024 Q1	$515K	Buy	84,536 +48,682	+136%	+$296K	0.05%	342
2023 Q4	$218K	Sell	35,854 -1,341	-4%	-$7.27K	0.03%	519
2023 Q3	$198K	Hold	37,195	–	–	0.07%	316
2023 Q2	$193K	Hold	37,195	–	–	0.09%	252
2023 Q1	$198K	Buy	+37,195	New	+$206K	0.11%	205

Other funds holding RCS

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Atomi Financial Group's RCS Position: Q1 2026 in Review

Atomi Financial Group reduced its PIMCO Strategic Income Fund (RCS) stake by 1.5% in Q1 2026, selling an estimated $2.6K and leaving 29,639 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Atomi Financial Group first reported a position in RCS in Q1 2023 and has held it in 13 quarters since. The position peaked at $747K in Q4 2024. 61 funds tracked by Wall St. Rank hold RCS as of Q1 2026.

Atomi Financial Group held 29,639 shares of PIMCO Strategic Income Fund worth $159K as of Q1 2026.
Atomi Financial Group sold 450 PIMCO Strategic Income Fund shares in Q1 2026, an estimated $2.6K.
PIMCO Strategic Income Fund made up ﹤0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1173 holding.
Atomi Financial Group first reported a position in PIMCO Strategic Income Fund in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's PIMCO Strategic Income Fund position peaked at $747K in Q4 2024.
61 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.