BF
PCN

Benchmark Financial’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Benchmark Financial’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Hold
10,000
– – 0.1% 53
2026
Q1 		$119K Hold
10,000
– – 0.11% 51
2025
Q4 		$128K Buy
+10,000
New +$129K 0.13% 47

Other funds holding PCN

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GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benchmark Financial's PCN Position: Q2 2026 in Review

Benchmark Financial held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2026 at 10,000 shares worth $120K. The position accounts for 0.1% of the portfolio, ranked #53.

Benchmark Financial first reported a position in PCN in Q4 2025 and has held it in 3 quarters since. The position peaked at $128K in Q4 2025. 64 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Benchmark Financial held 10,000 shares of PIMCO Corporate & Income Strategy Fund worth $120K as of Q2 2026.
  • Benchmark Financial left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Corporate & Income Strategy Fund made up 0.1% of Benchmark Financial's portfolio in Q2 2026, its #53 holding.
  • Benchmark Financial first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Benchmark Financial's PIMCO Corporate & Income Strategy Fund position peaked at $128K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.