Focus Partners Wealth
PFL icon

Focus Partners Wealth’s PIMCO Income Strategy Fund PFL Stock Holding History

Focus Partners Wealth’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
Q2 		$120K Buy
15,183
+88
+0.6% +$692 ﹤0.01% 2597
2026
Q1 		$121K Hold
15,095
– – ﹤0.01% 2496
2025
Q4 		$127K Buy
+15,095
New +$127K ﹤0.01% 2521

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Focus Partners Wealth increased its PIMCO Income Strategy Fund (PFL) stake by 0.58% in Q2 2026, buying an estimated $692 and bringing the position to 15,183 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Focus Partners Wealth first reported a position in PFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $127K in Q4 2025. 81 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Focus Partners Wealth held 15,183 shares of PIMCO Income Strategy Fund worth $120K as of Q2 2026.
  • Focus Partners Wealth bought 88 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $692.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2597 holding.
  • Focus Partners Wealth first reported a position in PIMCO Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's PIMCO Income Strategy Fund position peaked at $127K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

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