FFL
PFL

Financial Freedom LLC’s PIMCO Income Strategy Fund PFL Stock Holding History

Financial Freedom LLC’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
Q1 		$7.43K Buy
929
+27
+3% +$224 ﹤0.01% 330
2025
Q4 		$7.6K Buy
902
+27
+3% +$228 ﹤0.01% 281
2025
Q3 		$7.45K Buy
+875
New +$7.38K ﹤0.01% 289

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Freedom LLC's PFL Position: Q1 2026 in Review

Financial Freedom LLC increased its PIMCO Income Strategy Fund (PFL) stake by 3% in Q1 2026, buying an estimated $224 and bringing the position to 929 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Financial Freedom LLC first reported a position in PFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.6K in Q4 2025. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • Financial Freedom LLC held 929 shares of PIMCO Income Strategy Fund worth $7.43K as of Q1 2026.
  • Financial Freedom LLC bought 27 PIMCO Income Strategy Fund shares in Q1 2026, an estimated $224.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #330 holding.
  • Financial Freedom LLC first reported a position in PIMCO Income Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • Financial Freedom LLC's PIMCO Income Strategy Fund position peaked at $7.6K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.