Kovitz Investment Group Partners
PCN

Kovitz Investment Group Partners’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-10,095
Closed -$129K – 1463
2025
Q2 		$129K Buy
+10,095
New +$128K ﹤0.01% 1312

Other funds holding PCN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kovitz Investment Group Partners's PCN Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2025, closing a stake of 10,095 shares — an estimated $129K sold.

Kovitz Investment Group Partners first reported a position in PCN in Q2 2025 and held it in 1 quarter. The position peaked at $129K in Q2 2025. 104 funds tracked by Wall St. Rank hold PCN as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,095 PIMCO Corporate & Income Strategy Fund shares in Q3 2025, an estimated $129K.
  • Kovitz Investment Group Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's PIMCO Corporate & Income Strategy Fund position peaked at $129K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.