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 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

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return