Envestnet Asset Management
PFL

Envestnet Asset Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Envestnet Asset Management’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
Q2 		$104K Buy
13,230
+1,488
+13% +$11.7K ﹤0.01% 4751
2026
Q1 		$93.9K Buy
11,742
+288
+3% +$2.39K ﹤0.01% 4635
2025
Q4 		$96.6K Buy
+11,454
New +$96.6K ﹤0.01% 4373

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management's PFL Position: Q2 2026 in Review

Envestnet Asset Management increased its PIMCO Income Strategy Fund (PFL) stake by 13% in Q2 2026, buying an estimated $11.7K and bringing the position to 13,230 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #4751.

Envestnet Asset Management first reported a position in PFL in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Envestnet Asset Management held 13,230 shares of PIMCO Income Strategy Fund worth $104K as of Q2 2026.
  • Envestnet Asset Management bought 1,488 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $11.7K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4751 holding.
  • Envestnet Asset Management first reported a position in PIMCO Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.