Keystone Financial Group (Kentucky)’s PIMCO Strategic Income Fund RCS Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio RCS Stock Details RCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$335K	Buy	62,463 +4,522	+8%	+$26.1K	0.02%	375
2025 Q4	$323K	Buy	57,941 +4,011	+7%	+$27.9K	0.02%	338
2025 Q3	$409K	Hold	53,930	–	–	0.03%	264
2025 Q2	$375K	Hold	53,930	–	–	0.03%	269
2025 Q1	$337K	Buy	53,930 +500	+0.9%	+$3.18K	0.03%	269
2024 Q4	$407K	Hold	53,430	–	–	0.04%	244
2024 Q3	$411K	Buy	+53,430	New	+$368K	0.05%	224
2024 Q2	–	Sell	-11,755	Closed	-$71.6K	–	266
2024 Q1	$71.6K	Buy	11,755 +1,625	+16%	+$9.89K	0.01%	343
2023 Q4	$61.6K	Buy	+10,130	New	+$54.9K	0.01%	295
2023 Q3	–	Sell	-10,130	Closed	-$52.7K	–	313
2023 Q2	$52.7K	Buy	+10,130	New	+$53.4K	0.01%	298

Other funds holding RCS

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its PIMCO Strategic Income Fund (RCS) stake by 7.8% in Q1 2026, buying an estimated $26.1K and bringing the position to 62,463 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #375.

Keystone Financial Group (Kentucky) first reported a position in RCS in Q2 2023 and has held it in 10 quarters since. The position peaked at $411K in Q3 2024. 61 funds tracked by Wall St. Rank hold RCS as of Q1 2026.

Keystone Financial Group (Kentucky) held 62,463 shares of PIMCO Strategic Income Fund worth $335K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 4,522 PIMCO Strategic Income Fund shares in Q1 2026, an estimated $26.1K.
PIMCO Strategic Income Fund made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #375 holding.
Keystone Financial Group (Kentucky) first reported a position in PIMCO Strategic Income Fund in Q2 2023 and has held it in 10 quarters since.
Keystone Financial Group (Kentucky)'s PIMCO Strategic Income Fund position peaked at $411K in Q3 2024.
61 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2026.

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