MWA
PCN

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
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

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
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
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Medallion Wealth Advisors's PCN Position: Q1 2026 in Review

Medallion Wealth Advisors held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q1 2026 at 400 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Medallion Wealth Advisors first reported a position in PCN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.46K in Q1 2025. 121 funds tracked by Wall St. Rank hold PCN as of Q1 2026.

  • Medallion Wealth Advisors held 400 shares of PIMCO Corporate & Income Strategy Fund worth $4.76K as of Q1 2026.
  • Medallion Wealth Advisors left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #882 holding.
  • Medallion Wealth Advisors first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's PIMCO Corporate & Income Strategy Fund position peaked at $5.46K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.