MA
PGP

MAS Advisors’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

MAS Advisors’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$410K Buy
47,967
+5,186
+12% +$43.7K 0.65% 43
2025
Q2 		$355K Buy
42,781
+1,691
+4% +$13.3K 0.58% 45
2025
Q1 		$333K Buy
41,090
+11,323
+38% +$90.2K 0.51% 46
2024
Q4 		$232K Buy
29,767
+1,472
+5% +$11.9K 0.39% 66
2024
Q3 		$237K Hold
28,295
– – 0.51% 62
2024
Q2 		$214K Sell
28,295
-1,703
-6% -$12.8K 0.51% 66
2024
Q1 		$229K Buy
+29,998
New +$226K 0.27% 64

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAS Advisors's PGP Position: Q3 2025 in Review

MAS Advisors increased its PIMCO Global StockPLUS & Income Fund (PGP) stake by 12% in Q3 2025, buying an estimated $43.7K and bringing the position to 47,967 shares worth $410K. The position accounts for 0.65% of the portfolio, ranked #43.

MAS Advisors first reported a position in PGP in Q1 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold PGP as of Q3 2025.

  • MAS Advisors held 47,967 shares of PIMCO Global StockPLUS & Income Fund worth $410K as of Q3 2025.
  • MAS Advisors bought 5,186 PIMCO Global StockPLUS & Income Fund shares in Q3 2025, an estimated $43.7K.
  • PIMCO Global StockPLUS & Income Fund made up 0.65% of MAS Advisors's portfolio in Q3 2025, its #43 holding.
  • MAS Advisors first reported a position in PIMCO Global StockPLUS & Income Fund in Q1 2024 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.