Focus Partners Wealth
PCN

Focus Partners Wealth’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Focus Partners Wealth’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 		$402K Sell
33,670
-7,424
-18% -$88.2K ﹤0.01% 2091
2026
Q1 		$489K Buy
41,094
+10,183
+33% +$127K ﹤0.01% 1942
2025
Q4 		$394K Buy
30,911
+10,174
+49% +$131K ﹤0.01% 2061
2025
Q3 		$277K Buy
20,737
+1,517
+8% +$19.6K ﹤0.01% 1888
2025
Q2 		$244K Sell
19,220
-1,277
-6% -$16.2K ﹤0.01% 1781
2025
Q1 		$280K Buy
20,497
+300
+1% +$4.08K ﹤0.01% 1614
2024
Q4 		$271K Buy
20,197
+5,763
+40% +$80K ﹤0.01% 1598
2024
Q3 		$205K Buy
+14,434
New +$196K ﹤0.01% 1456

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Focus Partners Wealth's PCN Position: Q2 2026 in Review

Focus Partners Wealth reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 18% in Q2 2026, selling an estimated $88.2K and leaving 33,670 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Focus Partners Wealth first reported a position in PCN in Q3 2024 and has held it in 8 quarters since. The position peaked at $489K in Q1 2026. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Focus Partners Wealth held 33,670 shares of PIMCO Corporate & Income Strategy Fund worth $402K as of Q2 2026.
  • Focus Partners Wealth sold 7,424 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $88.2K.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2091 holding.
  • Focus Partners Wealth first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's PIMCO Corporate & Income Strategy Fund position peaked at $489K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.