Cyndeo Wealth Partners’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Cyndeo Wealth Partners’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 Q2	$837K	Hold	70,000	–	–	0.04%	281
2026 Q1	$833K	Hold	70,000	–	–	0.04%	251
2025 Q4	$893K	Hold	70,000	–	–	0.05%	251
2025 Q3	$937K	Sell	70,000 -300	-0.4%	-$3.87K	0.05%	243
2025 Q2	$892K	Buy	70,300 +3,158	+5%	+$40.1K	0.05%	240
2025 Q1	$916K	Sell	67,142 -76,171	-53%	-$1.04M	0.06%	227
2024 Q4	$1.92M	Sell	143,313 -25,847	-15%	-$359K	0.13%	164
2024 Q3	$2.4M	Hold	169,160	–	–	0.17%	147
2024 Q2	$2.23M	Hold	169,160	–	–	0.18%	151
2024 Q1	$2.36M	Hold	169,160	–	–	0.2%	144
2023 Q4	$2.1M	Buy	169,160 +16,230	+11%	+$194K	0.19%	134
2023 Q3	$1.86M	Hold	152,930	–	–	0.19%	129
2023 Q2	$2M	Buy	152,930 +4,285	+3%	+$54.7K	0.21%	119
2023 Q1	$1.86M	Buy	148,645 +58,799	+65%	+$768K	0.2%	132
2022 Q4	$1.06M	Buy	+89,846	New	+$1.11M	0.13%	163

Other funds holding PCN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Cyndeo Wealth Partners's PCN Position: Q2 2026 in Review

Cyndeo Wealth Partners held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2026 at 70,000 shares worth $837K. The position accounts for 0.04% of the portfolio, ranked #281.

Cyndeo Wealth Partners first reported a position in PCN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.4M in Q3 2024. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

Cyndeo Wealth Partners held 70,000 shares of PIMCO Corporate & Income Strategy Fund worth $837K as of Q2 2026.
Cyndeo Wealth Partners left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2026.
PIMCO Corporate & Income Strategy Fund made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #281 holding.
Cyndeo Wealth Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's PIMCO Corporate & Income Strategy Fund position peaked at $2.4M in Q3 2024.
119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.