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J. Safra Asset Management’s PIMCO Income Strategy Fund PFL Stock Holding History

J. Safra Asset Management’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
2025
Q4 		– Sell
-600
Closed -$5.11K – 662
2025
Q3 		$5.11K Buy
+600
New +$5.06K ﹤0.01% 305

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

J. Safra Asset Management's PFL Position: Q4 2025 in Review

J. Safra Asset Management sold out of PIMCO Income Strategy Fund (PFL) in Q4 2025, closing a stake of 600 shares — an estimated $5.11K sold.

J. Safra Asset Management first reported a position in PFL in Q3 2025 and held it in 1 quarter. The position peaked at $5.11K in Q3 2025. 78 funds tracked by Wall St. Rank hold PFL as of Q4 2025.

  • J. Safra Asset Management reported no remaining PIMCO Income Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 600 PIMCO Income Strategy Fund shares in Q4 2025, an estimated $5.11K.
  • J. Safra Asset Management first reported a position in PIMCO Income Strategy Fund in Q3 2025 and held it in 1 quarter.
  • J. Safra Asset Management's PIMCO Income Strategy Fund position peaked at $5.11K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.