DB
PFL

Dmitry Balyasny’s PIMCO Income Strategy Fund PFL Stock Holding History

Dmitry Balyasny’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
2025
Q3 		– Sell
-34,931
Closed -$291K – 3344
2025
Q2 		$291K Buy
+34,931
New +$288K ﹤0.01% 2482

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Dmitry Balyasny's PFL Position: Q3 2025 in Review

Dmitry Balyasny sold out of PIMCO Income Strategy Fund (PFL) in Q3 2025, closing a stake of 34,931 shares — an estimated $291K sold.

Dmitry Balyasny first reported a position in PFL in Q2 2025 and held it in 1 quarter. The position peaked at $291K in Q2 2025. 73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

  • Dmitry Balyasny reported no remaining PIMCO Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 34,931 PIMCO Income Strategy Fund shares in Q3 2025, an estimated $291K.
  • Dmitry Balyasny first reported a position in PIMCO Income Strategy Fund in Q2 2025 and held it in 1 quarter.
  • Dmitry Balyasny's PIMCO Income Strategy Fund position peaked at $291K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.