IFG
PFL

Independent Financial Group’s PIMCO Income Strategy Fund PFL Stock Holding History

Independent Financial Group’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 		$4.13M Sell
524,739
-25,416
-5% -$200K 0.08% 248
2026
Q1 		$4.4M Sell
550,155
-9,181
-2% -$76.1K 0.1% 201
2025
Q4 		$4.72M Sell
559,336
-100
-0% -$843 0.11% 179
2025
Q3 		$4.77M Buy
559,436
+9,417
+2% +$79.5K 0.11% 160
2025
Q2 		$4.59M Sell
550,019
-5,641
-1% -$46.5K 0.13% 153
2025
Q1 		$4.78M Sell
555,660
-32,868
-6% -$279K 0.16% 124
2024
Q4 		$4.93M Buy
588,528
+11,312
+2% +$96.1K 0.16% 115
2024
Q3 		$4.95M Sell
577,216
-17,353
-3% -$144K 0.18% 106
2024
Q2 		$4.85M Buy
594,569
+5,870
+1% +$48.7K 0.19% 102
2024
Q1 		$4.99M Buy
588,699
+17,830
+3% +$151K 0.23% 91
2023
Q4 		$4.82M Buy
570,869
+11,891
+2% +$93K 0.26% 88
2023
Q3 		$4.29M Buy
558,978
+301,320
+117% +$2.42M 0.28% 75
2023
Q2 		$2.11M Buy
257,658
+76,731
+42% +$616K 0.15% 151
2023
Q1 		$1.47M Buy
180,927
+107,810
+147% +$917K 0.12% 198
2022
Q4 		$593K Buy
73,117
+20,798
+40% +$172K 0.05% 374
2022
Q3 		$417K Buy
52,319
+32,729
+167% +$296K 0.04% 441
2022
Q2 		$176K Buy
19,590
+7,886
+67% +$74K 0.02% 647
2022
Q1 		$119K Hold
11,704
– – 0.01% 751
2021
Q4 		$128K Buy
+11,704
New +$130K 0.01% 752

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

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

Independent Financial Group reduced its PIMCO Income Strategy Fund (PFL) stake by 4.6% in Q2 2026, selling an estimated $200K and leaving 524,739 shares worth $4.13M. The position accounts for 0.08% of the portfolio, ranked #248.

Independent Financial Group first reported a position in PFL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.99M in Q1 2024. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Independent Financial Group held 524,739 shares of PIMCO Income Strategy Fund worth $4.13M as of Q2 2026.
  • Independent Financial Group sold 25,416 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $200K.
  • PIMCO Income Strategy Fund made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #248 holding.
  • Independent Financial Group first reported a position in PIMCO Income Strategy Fund in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's PIMCO Income Strategy Fund position peaked at $4.99M in Q1 2024.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

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