CI
PFN

CX Institutional’s PIMCO Income Strategy Fund II PFN Stock Holding History

CX Institutional’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,740
Closed -$21K – 1576
2025
Q3 		$21K Buy
+2,740
New +$20.6K ﹤0.01% 1092

Other funds holding PFN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CX Institutional's PFN Position: Q4 2025 in Review

CX Institutional sold out of PIMCO Income Strategy Fund II (PFN) in Q4 2025, closing a stake of 2,740 shares — an estimated $21K sold.

CX Institutional first reported a position in PFN in Q3 2025 and held it in 1 quarter. The position peaked at $21K in Q3 2025. 122 funds tracked by Wall St. Rank hold PFN as of Q4 2025.

  • CX Institutional reported no remaining PIMCO Income Strategy Fund II position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 2,740 PIMCO Income Strategy Fund II shares in Q4 2025, an estimated $21K.
  • CX Institutional first reported a position in PIMCO Income Strategy Fund II in Q3 2025 and held it in 1 quarter.
  • CX Institutional's PIMCO Income Strategy Fund II position peaked at $21K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.