IFG
PCN

Independent Financial Group’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Independent Financial Group’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
18,705
+48
+0.3% +$570 ﹤0.01% 1413
2026
Q1 		$222K Sell
18,657
-555
-3% -$6.94K 0.01% 1332
2025
Q4 		$245K Buy
19,212
+3,041
+19% +$39.1K 0.01% 1248
2025
Q3 		$216K Buy
16,171
+42
+0.3% +$541 0.01% 1249
2025
Q2 		$205K Buy
16,129
+39
+0.2% +$495 0.01% 1220
2025
Q1 		$220K Sell
16,090
-965
-6% -$13.1K 0.01% 1077
2024
Q4 		$229K Buy
17,055
+35
+0.2% +$486 0.01% 1026
2024
Q3 		$242K Sell
17,020
-1,965
-10% -$26.6K 0.01% 960
2024
Q2 		$251K Buy
18,985
+524
+3% +$6.87K 0.01% 920
2024
Q1 		$258K Hold
18,461
– – 0.01% 851
2023
Q4 		$229K Buy
18,461
+1,000
+6% +$11.9K 0.01% 841
2023
Q3 		$213K Hold
17,461
– – 0.01% 806
2023
Q2 		$229K Buy
17,461
+4,200
+32% +$53.6K 0.02% 770
2023
Q1 		$166K Buy
13,261
+900
+7% +$11.8K 0.01% 785
2022
Q4 		$146K Buy
12,361
+1,500
+14% +$18.5K 0.01% 742
2022
Q3 		$129K Buy
+10,861
New +$145K 0.01% 701

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Independent Financial Group's PCN Position: Q2 2026 in Review

Independent Financial Group increased its PIMCO Corporate & Income Strategy Fund (PCN) stake by 0.26% in Q2 2026, buying an estimated $570 and bringing the position to 18,705 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Independent Financial Group first reported a position in PCN in Q3 2022 and has held it in 16 quarters since. The position peaked at $258K in Q1 2024. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Independent Financial Group held 18,705 shares of PIMCO Corporate & Income Strategy Fund worth $224K as of Q2 2026.
  • Independent Financial Group bought 48 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $570.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1413 holding.
  • Independent Financial Group first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2022 and has held it in 16 quarters since.
  • Independent Financial Group's PIMCO Corporate & Income Strategy Fund position peaked at $258K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.