Medallion Wealth Advisors’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Medallion Wealth Advisors’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	–	Sell	-400	Closed	-$4.76K	–	1283
2026 Q1	$4.76K	Hold	400	–	–	﹤0.01%	882
2025 Q4	$5.1K	Hold	400	–	–	﹤0.01%	856
2025 Q3	$5.35K	Hold	400	–	–	﹤0.01%	853
2025 Q2	$5.08K	Hold	400	–	–	﹤0.01%	833
2025 Q1	$5.46K	Hold	400	–	–	﹤0.01%	777
2024 Q4	$5.46K	Buy	+400	New	+$5.55K	﹤0.01%	738

Other funds holding PCN

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Medallion Wealth Advisors's PCN Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2026, closing a stake of 400 shares — an estimated $4.76K sold.

Medallion Wealth Advisors first reported a position in PCN in Q4 2024 and held it in 6 quarters. The position peaked at $5.46K in Q1 2025. 118 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

Medallion Wealth Advisors reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 400 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $4.76K.
Medallion Wealth Advisors first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's PIMCO Corporate & Income Strategy Fund position peaked at $5.46K in Q1 2025.
118 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.