Cypress Capital Group
PFL icon

Cypress Capital Group’s PIMCO Income Strategy Fund PFL Stock Holding History

Cypress Capital Group’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
Q3 		$502K Buy
72,813
+14,600
+25% +$110K 0.05% 198
2026
Q2 		$459K Hold
58,213
– – 0.04% 216
2026
Q1 		$466K Hold
58,213
– – 0.05% 178
2025
Q4 		$491K Hold
58,213
– – 0.06% 163
2025
Q3 		$496K Hold
58,213
– – 0.06% 159
2025
Q2 		$485K Buy
+58,213
New +$480K 0.06% 153

Other funds holding PFL

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hohimer Wealth Management
Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Cypress Capital Group's PFL Position: Q3 2026 in Review

Cypress Capital Group increased its PIMCO Income Strategy Fund (PFL) stake by 25% in Q3 2026, buying an estimated $110K and bringing the position to 72,813 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #198.

Cypress Capital Group first reported a position in PFL in Q2 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold PFL as of Q3 2026.

  • Cypress Capital Group held 72,813 shares of PIMCO Income Strategy Fund worth $502K as of Q3 2026.
  • Cypress Capital Group bought 14,600 PIMCO Income Strategy Fund shares in Q3 2026, an estimated $110K.
  • PIMCO Income Strategy Fund made up 0.05% of Cypress Capital Group's portfolio in Q3 2026, its #198 holding.
  • Cypress Capital Group first reported a position in PIMCO Income Strategy Fund in Q2 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2026.

Based on Cypress Capital Group's 13F filing for Q3 2026, filed 3 Nov 2026.