JFS Wealth Advisors’s PIMCO Income Strategy Fund II PFN Stock Holding History

JFS Wealth Advisors’s Portfolio PFN Stock Details PFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$735	Buy	+102	New	+$710	﹤0.01%	1881

Other funds holding PFN

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JFS Wealth Advisors's PFN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in PIMCO Income Strategy Fund II (PFN) in Q2 2026: 102 shares worth $735. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings.

37 funds tracked by Wall St. Rank hold PFN as of Q2 2026.

JFS Wealth Advisors held 102 shares of PIMCO Income Strategy Fund II worth $735 as of Q2 2026.
PIMCO Income Strategy Fund II was a new JFS Wealth Advisors position in Q2 2026.
PIMCO Income Strategy Fund II made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1881 holding.
37 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.