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Noble Wealth Management PBC’s PIMCO Income Strategy Fund PFL Stock Holding History

Noble Wealth Management PBC’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
Q3 		$258K Sell
37,462
-800
-2% -$6.05K 0.12% 143
2026
Q2 		$302K Hold
38,262
– – 0.13% 131
2026
Q1 		$306K Sell
38,262
-14,668
-28% -$122K 0.15% 118
2025
Q4 		$446K Sell
52,930
-600
-1% -$5.06K 0.22% 94
2025
Q3 		$456K Buy
+53,530
New +$452K 0.24% 90
2025
Q1 		$529K Hold
61,530
– – 0.36% 81
2024
Q4 		$516K Buy
+61,530
New +$522K 0.36% 76

Other funds holding PFL

EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Noble Wealth Management PBC's PFL Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its PIMCO Income Strategy Fund (PFL) stake by 2.1% in Q3 2026, selling an estimated $6.05K and leaving 37,462 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #143.

Noble Wealth Management PBC first reported a position in PFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q1 2025. 5 funds tracked by Wall St. Rank hold PFL as of Q3 2026.

  • Noble Wealth Management PBC held 37,462 shares of PIMCO Income Strategy Fund worth $258K as of Q3 2026.
  • Noble Wealth Management PBC sold 800 PIMCO Income Strategy Fund shares in Q3 2026, an estimated $6.05K.
  • PIMCO Income Strategy Fund made up 0.12% of Noble Wealth Management PBC's portfolio in Q3 2026, its #143 holding.
  • Noble Wealth Management PBC first reported a position in PIMCO Income Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's PIMCO Income Strategy Fund position peaked at $529K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.