LWM
PCN

LongView Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

LongView Wealth Management’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
Q2 		$415K Sell
34,759
-10,246
-23% -$122K 0.11% 142
2026
Q1 		$540K Sell
45,005
-4,171
-8% -$52.2K 0.14% 131
2025
Q4 		$632K Buy
49,176
+471
+1% +$6.05K 0.15% 123
2025
Q3 		$652K Buy
48,705
+347
+0.7% +$4.47K 0.18% 104
2025
Q2 		$614K Buy
48,358
+330
+0.7% +$4.19K 0.19% 103
2025
Q1 		$656K Sell
48,028
-62
-0.1% -$843 0.2% 97
2024
Q4 		$645K Buy
48,090
+293
+0.6% +$4.07K 0.2% 99
2024
Q3 		$678K Buy
47,797
+4,263
+10% +$57.8K 0.22% 89
2024
Q2 		$575K Buy
43,534
+14,132
+48% +$185K 0.21% 88
2024
Q1 		$411K Buy
29,402
+4,737
+19% +$63K 0.16% 121
2023
Q4 		$312K Buy
+24,665
New +$295K 0.14% 136

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

LongView Wealth Management's PCN Position: Q2 2026 in Review

LongView Wealth Management reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 23% in Q2 2026, selling an estimated $122K and leaving 34,759 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #142.

LongView Wealth Management first reported a position in PCN in Q4 2023 and has held it in 11 quarters since. The position peaked at $678K in Q3 2024. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • LongView Wealth Management held 34,759 shares of PIMCO Corporate & Income Strategy Fund worth $415K as of Q2 2026.
  • LongView Wealth Management sold 10,246 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $122K.
  • PIMCO Corporate & Income Strategy Fund made up 0.11% of LongView Wealth Management's portfolio in Q2 2026, its #142 holding.
  • LongView Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $678K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.