Cambridge Investment Research Advisors
PFL

Cambridge Investment Research Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Cambridge Investment Research 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 		$648K Sell
82,172
-6,094
-7% -$47.9K ﹤0.01% 2522
2026
Q1 		$706K Sell
88,266
-1,311
-1% -$10.9K ﹤0.01% 2487
2025
Q4 		$755K Sell
89,577
-39,677
-31% -$335K ﹤0.01% 2340
2025
Q3 		$1.1M Sell
129,254
-3,435
-3% -$29K ﹤0.01% 1982
2025
Q2 		$1.11M Buy
132,689
+9,157
+7% +$75.5K ﹤0.01% 1861
2025
Q1 		$1.06M Buy
123,532
+3,142
+3% +$26.7K ﹤0.01% 1823
2024
Q4 		$1.01M Buy
120,390
+23,810
+25% +$202K ﹤0.01% 1867
2024
Q3 		$828K Buy
96,580
+22,656
+31% +$188K ﹤0.01% 2003
2024
Q2 		$602K Buy
73,924
+115
+0.2% +$955 ﹤0.01% 2145
2024
Q1 		$626K Buy
73,809
+3,550
+5% +$30K ﹤0.01% 2077
2023
Q4 		$593K Buy
70,259
+1,525
+2% +$11.9K ﹤0.01% 2052
2023
Q3 		$527K Buy
68,734
+7,935
+13% +$63.7K ﹤0.01% 2038
2023
Q2 		$498K Buy
60,799
+612
+1% +$4.92K ﹤0.01% 2140
2023
Q1 		$489K Buy
60,187
+4,336
+8% +$36.9K ﹤0.01% 2091
2022
Q4 		$453K Buy
55,851
+17,104
+44% +$142K ﹤0.01% 2092
2022
Q3 		$309K Buy
38,747
+2,839
+8% +$25.7K ﹤0.01% 2338
2022
Q2 		$323K Buy
35,908
+1,716
+5% +$16.1K ﹤0.01% 2317
2022
Q1 		$349K Sell
34,192
-29,980
-47% -$310K ﹤0.01% 2419
2021
Q4 		$704K Buy
64,172
+889
+1% +$9.87K ﹤0.01% 1829
2021
Q3 		$735K Buy
63,283
+240
+0.4% +$2.99K ﹤0.01% 1766
2021
Q2 		$804K Buy
63,043
+455
+0.7% +$5.63K ﹤0.01% 1705
2021
Q1 		$752K Buy
62,588
+32,369
+107% +$379K ﹤0.01% 1624
2020
Q4 		$346K Buy
30,219
+851
+3% +$9.1K ﹤0.01% 2032
2020
Q3 		$297K Sell
29,368
-87
-0.3% -$877 ﹤0.01% 1939
2020
Q2 		$286K Sell
29,455
-737
-2% -$6.76K ﹤0.01% 1924
2020
Q1 		$255K Buy
30,192
+1,972
+7% +$21.8K ﹤0.01% 1775
2019
Q4 		$334K Buy
28,220
+271
+1% +$3.16K ﹤0.01% 1844
2019
Q3 		$319K Sell
27,949
-260
-0.9% -$3.04K ﹤0.01% 1780
2019
Q2 		$333K Buy
28,209
+257
+0.9% +$3K ﹤0.01% 1685
2019
Q1 		$321K Buy
27,952
+1,036
+4% +$11.7K ﹤0.01% 1763
2018
Q4 		$293K Buy
26,916
+7,039
+35% +$77.6K ﹤0.01% 1688
2018
Q3 		$235K Buy
19,877
+220
+1% +$2.66K ﹤0.01% 1959
2018
Q2 		$233K Buy
19,657
+218
+1% +$2.62K ﹤0.01% 1905
2018
Q1 		$227K Buy
19,439
+213
+1% +$2.46K ﹤0.01% 1887
2017
Q4 		$225K Sell
19,226
-2,979
-13% -$35.2K ﹤0.01% 1841
2017
Q3 		$269K Sell
22,205
-4,323
-16% -$52.2K ﹤0.01% 1623
2017
Q2 		$313K Sell
26,528
-66
-0.2% -$766 ﹤0.01% 1483
2017
Q1 		$297K Sell
26,594
-758
-3% -$8.26K 0.01% 1393
2016
Q4 		$289K Buy
27,352
+2,473
+10% +$25.6K 0.01% 1295
2016
Q3 		$266K Buy
24,879
+309
+1% +$3.24K ﹤0.01% 1374
2016
Q2 		$252K Sell
24,570
-414
-2% -$4.11K 0.01% 1257
2016
Q1 		$239K Sell
24,984
-7,563
-23% -$70.1K 0.01% 1302
2015
Q4 		$317K Sell
32,547
-6,274
-16% -$62.8K 0.01% 1099
2015
Q3 		$376K Sell
38,821
-168
-0.4% -$1.72K 0.01% 911
2015
Q2 		$423K Buy
38,989
+6,632
+20% +$74.4K 0.01% 895
2015
Q1 		$369K Sell
32,357
-318
-1% -$3.71K 0.01% 951
2014
Q4 		$384K Buy
32,675
+15,467
+90% +$187K 0.01% 902
2014
Q3 		$205K Buy
+17,208
New +$211K 0.01% 1293
2013
Q4 		– Sell
-16,667
Closed -$193K – 1268
2013
Q3 		$193K Buy
16,667
+808
+5% +$9.31K 0.01% 1054
2013
Q2 		$190K Buy
+15,859
New +$206K 0.01% 976

Other funds holding PFL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cambridge Investment Research Advisors's PFL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its PIMCO Income Strategy Fund (PFL) stake by 6.9% in Q2 2026, selling an estimated $47.9K and leaving 82,172 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Cambridge Investment Research Advisors first reported a position in PFL in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.11M in Q2 2025. 21 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Cambridge Investment Research Advisors held 82,172 shares of PIMCO Income Strategy Fund worth $648K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,094 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $47.9K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2522 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Income Strategy Fund in Q2 2013 and has held it in 50 quarters since.
  • Cambridge Investment Research Advisors's PIMCO Income Strategy Fund position peaked at $1.11M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.