HWP
PFL

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

Highline Wealth Partners’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 		$34.4K Buy
4,370
+120
+3% +$944 0.01% 292
2026
Q1 		$34K Hold
4,250
– – 0.01% 217
2025
Q4 		$35.8K Buy
4,250
+3,900
+1,114% +$32.9K 0.01% 169
2025
Q3 		$2.98K Buy
+350
New +$2.95K ﹤0.01% 752

Other funds holding PFL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Highline Wealth Partners increased its PIMCO Income Strategy Fund (PFL) stake by 2.8% in Q2 2026, buying an estimated $944 and bringing the position to 4,370 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #292.

Highline Wealth Partners first reported a position in PFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.8K in Q4 2025. 9 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Highline Wealth Partners held 4,370 shares of PIMCO Income Strategy Fund worth $34.4K as of Q2 2026.
  • Highline Wealth Partners bought 120 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $944.
  • PIMCO Income Strategy Fund made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #292 holding.
  • Highline Wealth Partners first reported a position in PIMCO Income Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's PIMCO Income Strategy Fund position peaked at $35.8K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.