First Heartland Consultants’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

First Heartland Consultants’s Portfolio PCN Stock Details PCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Hold	14,755	–	–	0.01%	580
2026 Q1	$176K	Hold	14,755	–	–	0.01%	513
2025 Q4	$188K	Hold	14,755	–	–	0.01%	521
2025 Q3	$197K	Hold	14,755	–	–	0.02%	511
2025 Q2	$187K	Hold	14,755	–	–	0.02%	493
2025 Q1	$201K	Buy	+14,755	New	+$201K	0.02%	425

Other funds holding PCN

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants's PCN Position: Q2 2026 in Review

First Heartland Consultants held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2026 at 14,755 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #580.

First Heartland Consultants first reported a position in PCN in Q1 2025 and has held it in 6 quarters since. The position peaked at $201K in Q1 2025. 18 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

First Heartland Consultants held 14,755 shares of PIMCO Corporate & Income Strategy Fund worth $176K as of Q2 2026.
First Heartland Consultants left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2026.
PIMCO Corporate & Income Strategy Fund made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #580 holding.
First Heartland Consultants first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2025 and has held it in 6 quarters since.
First Heartland Consultants's PIMCO Corporate & Income Strategy Fund position peaked at $201K in Q1 2025.
18 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.