KFGK
PCN

Keystone Financial Group (Kentucky)’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		$119K Hold
10,000
– – 0.01% 500
2025
Q4 		$128K Buy
+10,000
New +$129K 0.01% 441
2025
Q3 		– Sell
-10,000
Closed -$127K – 471
2025
Q2 		$127K Hold
10,000
– – 0.01% 416
2025
Q1 		$137K Hold
10,000
– – 0.01% 383
2024
Q4 		$134K Hold
10,000
– – 0.01% 381
2024
Q3 		$142K Buy
+10,000
New +$136K 0.02% 363

Other funds holding PCN

MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s PCN Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q1 2026 at 10,000 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #500.

Keystone Financial Group (Kentucky) first reported a position in PCN in Q3 2024 and has held it in 6 quarters since. The position peaked at $142K in Q3 2024. 121 funds tracked by Wall St. Rank hold PCN as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 10,000 shares of PIMCO Corporate & Income Strategy Fund worth $119K as of Q1 2026.
  • Keystone Financial Group (Kentucky) left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Corporate & Income Strategy Fund made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #500 holding.
  • Keystone Financial Group (Kentucky) first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2024 and has held it in 6 quarters since.
  • Keystone Financial Group (Kentucky)'s PIMCO Corporate & Income Strategy Fund position peaked at $142K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.