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 Q3	$107K	Hold	10,000	–	–	0.08%	59
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

AG Asset Advisory Los Angeles, California $138M AUM 8.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Benchmark Financial's PCN Position: Q3 2026 in Review

Benchmark Financial held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q3 2026 at 10,000 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #59.

Benchmark Financial first reported a position in PCN in Q4 2025 and has held it in 4 quarters since. The position peaked at $128K in Q4 2025. 56 funds tracked by Wall St. Rank hold PCN as of Q3 2026.

Benchmark Financial held 10,000 shares of PIMCO Corporate & Income Strategy Fund worth $107K as of Q3 2026.
Benchmark Financial left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q3 2026.
PIMCO Corporate & Income Strategy Fund made up 0.08% of Benchmark Financial's portfolio in Q3 2026, its #59 holding.
Benchmark Financial first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2025 and has held it in 4 quarters since.
Benchmark Financial's PIMCO Corporate & Income Strategy Fund position peaked at $128K in Q4 2025.
56 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.