KWM
PFL icon

Kingsview Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Kingsview Wealth 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
2026
Q2 		– Sell
-18,951
Closed -$152K – 1497
2026
Q1 		$152K Buy
18,951
+539
+3% +$4.47K ﹤0.01% 1278
2025
Q4 		$155K Sell
18,412
-11,033
-37% -$93K ﹤0.01% 1195
2025
Q3 		$251K Sell
29,445
-3,242
-10% -$27.4K ﹤0.01% 1037
2025
Q2 		$273K Buy
32,687
+937
+3% +$7.73K ﹤0.01% 979
2025
Q1 		$273K Buy
31,750
+902
+3% +$7.67K 0.01% 927
2024
Q4 		$259K Buy
30,848
+868
+3% +$7.37K 0.01% 963
2024
Q3 		$257K Buy
29,980
+871
+3% +$7.24K 0.01% 934
2024
Q2 		$237K Buy
29,109
+834
+3% +$6.93K 0.01% 928
2024
Q1 		$240K Buy
28,275
+802
+3% +$6.79K 0.01% 902
2023
Q4 		$232K Buy
27,473
+863
+3% +$6.75K 0.01% 849
2023
Q3 		$204K Buy
26,610
+785
+3% +$6.3K 0.01% 884
2023
Q2 		$212K Buy
25,825
+772
+3% +$6.2K 0.01% 842
2023
Q1 		$204K Buy
25,053
+711
+3% +$6.05K 0.01% 826
2022
Q4 		$197K Buy
24,342
+705
+3% +$5.83K 0.01% 796
2022
Q3 		$188K Buy
23,637
+622
+3% +$5.63K 0.01% 768
2022
Q2 		$207K Sell
23,015
-66,903
-74% -$628K 0.01% 759
2022
Q1 		$917K Buy
89,918
+371
+0.4% +$3.83K 0.04% 422
2021
Q4 		$982K Sell
89,547
-2,181
-2% -$24.2K 0.04% 411
2021
Q3 		$1.07M Buy
91,728
+2,747
+3% +$34.3K 0.05% 359
2021
Q2 		$1.14M Buy
88,981
+18,258
+26% +$226K 0.06% 342
2021
Q1 		$856K Buy
70,723
+45,984
+186% +$538K 0.05% 371
2020
Q4 		$283K Buy
+24,739
New +$265K 0.02% 567

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Kingsview Wealth Management's PFL Position: Q2 2026 in Review

Kingsview Wealth Management sold out of PIMCO Income Strategy Fund (PFL) in Q2 2026, closing a stake of 18,951 shares — an estimated $152K sold.

Kingsview Wealth Management first reported a position in PFL in Q4 2020 and held it in 22 quarters. The position peaked at $1.14M in Q2 2021. 81 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Kingsview Wealth Management reported no remaining PIMCO Income Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 18,951 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $152K.
  • Kingsview Wealth Management first reported a position in PIMCO Income Strategy Fund in Q4 2020 and held it in 22 quarters.
  • Kingsview Wealth Management's PIMCO Income Strategy Fund position peaked at $1.14M in Q2 2021.
  • 81 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.