MS
PFL

Murray Stahl’s PIMCO Income Strategy Fund PFL Stock Holding History

Murray Stahl’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$735K Hold
93,252
– – 0.01% 190
2026
Q1 		$746K Hold
93,252
– – 0.01% 190
2025
Q4 		$786K Sell
93,252
-315
-0.3% -$2.66K 0.01% 185
2025
Q3 		$797K Sell
93,567
-41,258
-31% -$348K 0.01% 189
2025
Q2 		$1.12M Sell
134,825
-661
-0.5% -$5.45K 0.01% 167
2025
Q1 		$1.17M Hold
135,486
– – 0.01% 161
2024
Q4 		$1.14M Hold
135,486
– – 0.01% 168
2024
Q3 		$1.16M Buy
135,486
+36,395
+37% +$302K 0.02% 164
2024
Q2 		$808K Hold
99,091
– – 0.01% 182
2024
Q1 		$840K Hold
99,091
– – 0.02% 176
2023
Q4 		$836K Hold
99,091
– – 0.02% 171
2023
Q3 		$760K Hold
99,091
– – 0.02% 183
2023
Q2 		$812K Hold
99,091
– – 0.02% 176
2023
Q1 		$806K Sell
99,091
-3,700
-4% -$31.5K 0.02% 176
2022
Q4 		$834K Sell
102,791
-823
-0.8% -$6.81K 0.01% 172
2022
Q3 		$826K Sell
103,614
-14,223
-12% -$129K 0.02% 165
2022
Q2 		$1.06M Sell
117,837
-14,623
-11% -$137K 0.02% 154
2022
Q1 		$1.35M Sell
132,460
-2,866
-2% -$29.6K 0.03% 150
2021
Q4 		$1.49M Sell
135,326
-12,780
-9% -$142K 0.03% 145
2021
Q3 		$1.72M Sell
148,106
-22,119
-13% -$276K 0.04% 135
2021
Q2 		$2.17M Sell
170,225
-10,600
-6% -$131K 0.04% 117
2021
Q1 		$2.17M Sell
180,825
-1,394
-0.8% -$16.3K 0.05% 111
2020
Q4 		$2.08M Sell
182,219
-600
-0.3% -$6.42K 0.07% 108
2020
Q3 		$1.85M Sell
182,819
-7,851
-4% -$79.2K 0.07% 113
2020
Q2 		$1.85M Sell
190,670
-7,601
-4% -$69.7K 0.07% 108
2020
Q1 		$1.68M Sell
198,271
-7,901
-4% -$87.1K 0.07% 100
2019
Q4 		$2.44M Sell
206,172
-1,215
-0.6% -$14.2K 0.07% 93
2019
Q3 		$2.37M Sell
207,387
-1,400
-0.7% -$16.4K 0.07% 96
2019
Q2 		$2.47M Sell
208,787
-438
-0.2% -$5.11K 0.07% 102
2019
Q1 		$2.4M Buy
+209,225
New +$2.37M 0.07% 104

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Murray Stahl's PFL Position: Q2 2026 in Review

Murray Stahl held its PIMCO Income Strategy Fund (PFL) position steady in Q2 2026 at 93,252 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #190.

Murray Stahl first reported a position in PFL in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.47M in Q2 2019. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Murray Stahl held 93,252 shares of PIMCO Income Strategy Fund worth $735K as of Q2 2026.
  • Murray Stahl left its PIMCO Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Income Strategy Fund made up 0.01% of Murray Stahl's portfolio in Q2 2026, its #190 holding.
  • Murray Stahl first reported a position in PIMCO Income Strategy Fund in Q1 2019 and has held it in 30 quarters since.
  • Murray Stahl's PIMCO Income Strategy Fund position peaked at $2.47M in Q2 2019.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.