Medallion Wealth Advisors’s PIMCO Strategic Income Fund RCS Stock Holding History

Medallion Wealth Advisors’s Portfolio RCS Stock Details RCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$597K	Sell	111,352 -1,373	-1%	-$7.93K	0.19%	111
2025 Q4	$628K	Sell	112,725 -4,959	-4%	-$34.5K	0.21%	104
2025 Q3	$893K	Buy	117,684 +6,200	+6%	+$44.7K	0.32%	77
2025 Q2	$779K	Sell	111,484 -13,869	-11%	-$86K	0.3%	84
2025 Q1	$783K	Hold	125,353	–	–	0.36%	71
2024 Q4	$852K	Buy	+125,353	New	+$961K	0.42%	58

Other funds holding RCS

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its PIMCO Strategic Income Fund (RCS) stake by 1.2% in Q1 2026, selling an estimated $7.93K and leaving 111,352 shares worth $597K. The position accounts for 0.19% of the portfolio, ranked #111.

Medallion Wealth Advisors first reported a position in RCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $893K in Q3 2025. 61 funds tracked by Wall St. Rank hold RCS as of Q1 2026.

Medallion Wealth Advisors held 111,352 shares of PIMCO Strategic Income Fund worth $597K as of Q1 2026.
Medallion Wealth Advisors sold 1,373 PIMCO Strategic Income Fund shares in Q1 2026, an estimated $7.93K.
PIMCO Strategic Income Fund made up 0.19% of Medallion Wealth Advisors's portfolio in Q1 2026, its #111 holding.
Medallion Wealth Advisors first reported a position in PIMCO Strategic Income Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's PIMCO Strategic Income Fund position peaked at $893K in Q3 2025.
61 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2026.

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