Focus Partners Wealth
PFL

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
Q1 		$121K Hold
15,095
– – ﹤0.01% 2496
2025
Q4 		$127K Buy
+15,095
New +$127K ﹤0.01% 2521

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

Focus Partners Wealth's PFL Position: Q1 2026 in Review

Focus Partners Wealth held its PIMCO Income Strategy Fund (PFL) position steady in Q1 2026 at 15,095 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Focus Partners Wealth first reported a position in PFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $127K in Q4 2025. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • Focus Partners Wealth held 15,095 shares of PIMCO Income Strategy Fund worth $121K as of Q1 2026.
  • Focus Partners Wealth left its PIMCO Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2496 holding.
  • Focus Partners Wealth first reported a position in PIMCO Income Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's PIMCO Income Strategy Fund position peaked at $127K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.