BPA
PFL

Beacon Pointe Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Beacon Pointe 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
Q2 		$168K Buy
21,344
+385
+2% +$3.03K ﹤0.01% 1831
2026
Q1 		$168K Buy
20,959
+354
+2% +$2.93K ﹤0.01% 1750
2025
Q4 		$174K Buy
+20,605
New +$174K ﹤0.01% 1441

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

Beacon Pointe Advisors's PFL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its PIMCO Income Strategy Fund (PFL) stake by 1.8% in Q2 2026, buying an estimated $3.03K and bringing the position to 21,344 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Beacon Pointe Advisors first reported a position in PFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $174K in Q4 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Beacon Pointe Advisors held 21,344 shares of PIMCO Income Strategy Fund worth $168K as of Q2 2026.
  • Beacon Pointe Advisors bought 385 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $3.03K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1831 holding.
  • Beacon Pointe Advisors first reported a position in PIMCO Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's PIMCO Income Strategy Fund position peaked at $174K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.