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Israel Englander’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Israel Englander’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-48,066
Closed -$620K – 6253
2025
Q4 		$620K Buy
48,066
+18,360
+62% +$248K ﹤0.01% 4811
2025
Q3 		$429K Sell
29,706
-14,367
-33% -$202K ﹤0.01% 5168
2025
Q2 		$613K Buy
+44,073
New +$601K ﹤0.01% 4760
2024
Q4 		– Sell
-65,542
Closed -$943K – 6363
2024
Q3 		$943K Buy
+65,542
New +$937K ﹤0.01% 4330
2024
Q2 		– Sell
-10,806
Closed -$161K – 6403
2024
Q1 		$161K Sell
10,806
-6,158
-36% -$86.7K ﹤0.01% 5448
2023
Q4 		$225K Buy
+16,964
New +$223K ﹤0.01% 5122
2023
Q1 		– Sell
-17,802
Closed -$214K – 6755
2022
Q4 		$214K Buy
17,802
+6,629
+59% +$82.7K ﹤0.01% 5295
2022
Q3 		$131K Sell
11,173
-40,070
-78% -$531K ﹤0.01% 5863
2022
Q2 		$641K Buy
+51,243
New +$733K ﹤0.01% 4756
2022
Q1 		– Sell
-44,975
Closed -$744K – 7371
2021
Q4 		$744K Buy
44,975
+25,037
+126% +$446K ﹤0.01% 4692
2021
Q3 		$365K Buy
+19,938
New +$398K ﹤0.01% 5648
2020
Q1 		– Sell
-18,800
Closed -$357K – 4347
2019
Q4 		$357K Buy
+18,800
New +$348K ﹤0.01% 3573
2018
Q4 		– Sell
-22,782
Closed -$407K – 4093
2018
Q3 		$407K Sell
22,782
-8,028
-26% -$144K ﹤0.01% 3347
2018
Q2 		$539K Buy
30,810
+5,283
+21% +$93.9K ﹤0.01% 3129
2018
Q1 		$432K Buy
+25,527
New +$422K ﹤0.01% 3069
2017
Q4 		– Sell
-12,391
Closed -$208K – 4019
2017
Q3 		$208K Buy
+12,391
New +$207K ﹤0.01% 3231
2017
Q2 		– Sell
-86,641
Closed -$1.36M – 3781
2017
Q1 		$1.36M Buy
+86,641
New +$1.32M ﹤0.01% 2214

Other funds holding PTY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
MTI
Merrithew & Thorsten Inc San Diego, California $117M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Israel Englander's PTY Position: Q1 2026 in Review

Israel Englander sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q1 2026, closing a stake of 48,066 shares — an estimated $620K sold.

Israel Englander first reported a position in PTY in Q1 2017 and held it in 17 quarters. The position peaked at $1.36M in Q1 2017. 222 funds tracked by Wall St. Rank hold PTY as of Q1 2026.

  • Israel Englander reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Israel Englander sold 48,066 PIMCO Corporate & Income Opportunity Fund shares in Q1 2026, an estimated $620K.
  • Israel Englander first reported a position in PIMCO Corporate & Income Opportunity Fund in Q1 2017 and held it in 17 quarters.
  • Israel Englander's PIMCO Corporate & Income Opportunity Fund position peaked at $1.36M in Q1 2017.
  • 222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.