Farther Finance Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Farther Finance Advisors’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	$1.03K	Buy	149 +5	+3%	+$38	﹤0.01%	5572
2026 Q2	$1.14K	Buy	144 +4	+3%	+$31	﹤0.01%	5339
2026 Q1	$1.13K	Buy	140 +4	+3%	+$33	﹤0.01%	5075
2025 Q4	$1.14K	Buy	+136	New	+$1.15K	﹤0.01%	4877
2024 Q3	–	Sell	-9	Closed	-$73	–	4090
2024 Q2	$73	Sell	9 -82	-90%	-$681	﹤0.01%	3647
2024 Q1	$778	Hold	91	–	–	﹤0.01%	2867
2023 Q4	$768	Hold	91	–	–	﹤0.01%	2830
2023 Q3	$698	Hold	91	–	–	﹤0.01%	2178
2023 Q2	$745	Buy	+91	New	+$731	﹤0.01%	2046

Other funds holding PFL

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Farther Finance Advisors's PFL Position: Q3 2026 in Review

Farther Finance Advisors increased its PIMCO Income Strategy Fund (PFL) stake by 3.5% in Q3 2026, buying an estimated $38 and bringing the position to 149 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #5572.

Farther Finance Advisors first reported a position in PFL in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.14K in Q4 2025. 5 funds tracked by Wall St. Rank hold PFL as of Q3 2026.

Farther Finance Advisors held 149 shares of PIMCO Income Strategy Fund worth $1.03K as of Q3 2026.
Farther Finance Advisors bought 5 PIMCO Income Strategy Fund shares in Q3 2026, an estimated $38.
PIMCO Income Strategy Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5572 holding.
Farther Finance Advisors first reported a position in PIMCO Income Strategy Fund in Q2 2023 and has held it in 9 quarters since.
Farther Finance Advisors's PIMCO Income Strategy Fund position peaked at $1.14K in Q4 2025.
5 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.