Bensler’s PIMCO Income Strategy Fund PFL Stock Holding History

Bensler’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	$138K	Buy	+17,530	New	+$138K	0.01%	192

Other funds holding PFL

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Bensler's PFL Position: Q2 2026 in Review

Bensler opened a new position in PIMCO Income Strategy Fund (PFL) in Q2 2026: 17,530 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #192 among its holdings.

18 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

Bensler held 17,530 shares of PIMCO Income Strategy Fund worth $138K as of Q2 2026.
PIMCO Income Strategy Fund was a new Bensler position in Q2 2026.
PIMCO Income Strategy Fund made up 0.01% of Bensler's portfolio in Q2 2026, its #192 holding.
18 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.