HWP
PFN

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

Highline Wealth Partners’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.3K Buy
3,835
+105
+3% +$731 0.01% 335
2026
Q1 		$25.7K Hold
3,730
– – 0.01% 257
2025
Q4 		$28K Buy
3,730
+3,400
+1,030% +$25.4K 0.01% 203
2025
Q3 		$2.5K Buy
+330
New +$2.49K ﹤0.01% 811

Other funds holding PFN

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

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

Highline Wealth Partners increased its PIMCO Income Strategy Fund II (PFN) stake by 2.8% in Q2 2026, buying an estimated $731 and bringing the position to 3,835 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #335.

Highline Wealth Partners first reported a position in PFN in Q3 2025 and has held it in 4 quarters since. The position peaked at $28K in Q4 2025. 15 funds tracked by Wall St. Rank hold PFN as of Q2 2026.

  • Highline Wealth Partners held 3,835 shares of PIMCO Income Strategy Fund II worth $27.3K as of Q2 2026.
  • Highline Wealth Partners bought 105 PIMCO Income Strategy Fund II shares in Q2 2026, an estimated $731.
  • PIMCO Income Strategy Fund II made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #335 holding.
  • Highline Wealth Partners first reported a position in PIMCO Income Strategy Fund II in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's PIMCO Income Strategy Fund II position peaked at $28K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q2 2026.

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