CIBC Private Wealth Group’s PIMCO Strategic Income Fund RCS Stock Holding History

CIBC Private Wealth Group’s Portfolio RCS Stock Details RCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$29.6K	Hold	5,313	–	–	﹤0.01%	2011
2025 Q3	$40.3K	Hold	5,313	–	–	﹤0.01%	1883
2025 Q2	$37K	Hold	5,313	–	–	﹤0.01%	1784
2025 Q1	$30.7K	Hold	5,313	–	–	﹤0.01%	1820
2024 Q4	$33.9K	Hold	5,313	–	–	﹤0.01%	1835
2024 Q3	$40.9K	Hold	5,313	–	–	﹤0.01%	1846
2024 Q2	$34K	Hold	5,313	–	–	﹤0.01%	1825
2024 Q1	$32.4K	Buy	+5,313	New	+$32.3K	﹤0.01%	1845
2018 Q2	–	Sell	-5,133	Closed	-$48K	–	2069
2018 Q1	$48K	Sell	5,133 -2,600	-34%	-$23.7K	﹤0.01%	1171
2017 Q4	$71K	Buy	+7,733	New	+$70K	﹤0.01%	1098

Other funds holding RCS

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

CIBC Private Wealth Group's RCS Position: Q4 2025 in Review

CIBC Private Wealth Group held its PIMCO Strategic Income Fund (RCS) position steady in Q4 2025 at 5,313 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

CIBC Private Wealth Group first reported a position in RCS in Q4 2017 and has held it in 10 quarters since. The position peaked at $71K in Q4 2017. 66 funds tracked by Wall St. Rank hold RCS as of Q4 2025.

CIBC Private Wealth Group held 5,313 shares of PIMCO Strategic Income Fund worth $29.6K as of Q4 2025.
CIBC Private Wealth Group left its PIMCO Strategic Income Fund share count unchanged in Q4 2025.
PIMCO Strategic Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2011 holding.
CIBC Private Wealth Group first reported a position in PIMCO Strategic Income Fund in Q4 2017 and has held it in 10 quarters since.
CIBC Private Wealth Group's PIMCO Strategic Income Fund position peaked at $71K in Q4 2017.
66 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.