IFG
PCN icon

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
Q3 		$168K Sell
15,754
-2,951
-16% -$34.1K ﹤0.01% 1525
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

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's PCN Position: Q3 2026 in Review

Independent Financial Group reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 16% in Q3 2026, selling an estimated $34.1K and leaving 15,754 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Independent Financial Group first reported a position in PCN in Q3 2022 and has held it in 17 quarters since. The position peaked at $258K in Q1 2024. 14 funds tracked by Wall St. Rank hold PCN as of Q3 2026.

  • Independent Financial Group held 15,754 shares of PIMCO Corporate & Income Strategy Fund worth $168K as of Q3 2026.
  • Independent Financial Group sold 2,951 PIMCO Corporate & Income Strategy Fund shares in Q3 2026, an estimated $34.1K.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1525 holding.
  • Independent Financial Group first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2022 and has held it in 17 quarters since.
  • Independent Financial Group's PIMCO Corporate & Income Strategy Fund position peaked at $258K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.