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Garton & Associates Financial Advisors’s PIMCO Strategic Income Fund RCS Stock Holding History

Garton & Associates Financial Advisors’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,122
Closed -$6.25K – 568
2025
Q4 		$6.25K Buy
+1,122
New +$7.8K ﹤0.01% 946

Other funds holding RCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Garton & Associates Financial Advisors's RCS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of PIMCO Strategic Income Fund (RCS) in Q1 2026, closing a stake of 1,122 shares — an estimated $6.25K sold.

Garton & Associates Financial Advisors first reported a position in RCS in Q4 2025 and held it in 1 quarter. The position peaked at $6.25K in Q4 2025. 62 funds tracked by Wall St. Rank hold RCS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining PIMCO Strategic Income Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,122 PIMCO Strategic Income Fund shares in Q1 2026, an estimated $6.25K.
  • Garton & Associates Financial Advisors first reported a position in PIMCO Strategic Income Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's PIMCO Strategic Income Fund position peaked at $6.25K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.