Gallagher Benefit Services’s PIMCO Income Strategy Fund PFL Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$4.83M	Buy	+595,899	New	+$4.93M	1.02%	20

Other funds holding PFL

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Gallagher Benefit Services's PFL Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in PIMCO Income Strategy Fund (PFL) in Q4 2022: 595,899 shares worth $4.83M. The stake represents 1.02% of the portfolio and ranks #20 among its holdings.

66 funds tracked by Wall St. Rank hold PFL as of Q4 2022.

Gallagher Benefit Services held 595,899 shares of PIMCO Income Strategy Fund worth $4.83M as of Q4 2022.
PIMCO Income Strategy Fund was a new Gallagher Benefit Services position in Q4 2022.
PIMCO Income Strategy Fund made up 1.02% of Gallagher Benefit Services's portfolio in Q4 2022, its #20 holding.
66 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.