EH
PFL

Equitable Holdings’s PIMCO Income Strategy Fund PFL Stock Holding History

Equitable Holdings’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
-18,749
Closed -$156K – 1577
2025
Q2 		$156K Buy
+18,749
New +$155K ﹤0.01% 1393

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Equitable Holdings's PFL Position: Q3 2025 in Review

Equitable Holdings sold out of PIMCO Income Strategy Fund (PFL) in Q3 2025, closing a stake of 18,749 shares — an estimated $156K sold.

Equitable Holdings first reported a position in PFL in Q2 2025 and held it in 1 quarter. The position peaked at $156K in Q2 2025. 73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

  • Equitable Holdings reported no remaining PIMCO Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Equitable Holdings sold 18,749 PIMCO Income Strategy Fund shares in Q3 2025, an estimated $156K.
  • Equitable Holdings first reported a position in PIMCO Income Strategy Fund in Q2 2025 and held it in 1 quarter.
  • Equitable Holdings's PIMCO Income Strategy Fund position peaked at $156K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.