FFA
PFN

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

Farther Finance Advisors’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4
Closed -$29 – 4091
2024
Q2 		$29 Buy
+4
New +$29 ﹤0.01% 3733

Other funds holding PFN

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Farther Finance Advisors's PFN Position: Q3 2024 in Review

Farther Finance Advisors sold out of PIMCO Income Strategy Fund II (PFN) in Q3 2024, closing a stake of 4 shares — an estimated $29 sold.

Farther Finance Advisors first reported a position in PFN in Q2 2024 and held it in 1 quarter. The position peaked at $29 in Q2 2024. 110 funds tracked by Wall St. Rank hold PFN as of Q3 2024.

  • Farther Finance Advisors reported no remaining PIMCO Income Strategy Fund II position as of Q3 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 4 PIMCO Income Strategy Fund II shares in Q3 2024, an estimated $29.
  • Farther Finance Advisors first reported a position in PIMCO Income Strategy Fund II in Q2 2024 and held it in 1 quarter.
  • Farther Finance Advisors's PIMCO Income Strategy Fund II position peaked at $29 in Q2 2024.
  • 110 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.