PI
PFL

PFG Investments’s PIMCO Income Strategy Fund PFL Stock Holding History

PFG Investments’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
Q1 		$188K Hold
23,500
– – 0.01% 1076
2025
Q4 		$198K Buy
23,500
+2,000
+9% +$16.9K 0.01% 1025
2025
Q3 		$183K Hold
21,500
– – 0.01% 1002
2025
Q2 		$179K Hold
21,500
– – 0.01% 940
2025
Q1 		$185K Buy
+21,500
New +$183K 0.01% 895
2024
Q2 		– Sell
-20,675
Closed -$175K – 1048
2024
Q1 		$175K Buy
+20,675
New +$175K 0.01% 926

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PFG Investments's PFL Position: Q1 2026 in Review

PFG Investments held its PIMCO Income Strategy Fund (PFL) position steady in Q1 2026 at 23,500 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #1076.

PFG Investments first reported a position in PFL in Q1 2024 and has held it in 6 quarters since. The position peaked at $198K in Q4 2025. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • PFG Investments held 23,500 shares of PIMCO Income Strategy Fund worth $188K as of Q1 2026.
  • PFG Investments left its PIMCO Income Strategy Fund share count unchanged in Q1 2026.
  • PIMCO Income Strategy Fund made up 0.01% of PFG Investments's portfolio in Q1 2026, its #1076 holding.
  • PFG Investments first reported a position in PIMCO Income Strategy Fund in Q1 2024 and has held it in 6 quarters since.
  • PFG Investments's PIMCO Income Strategy Fund position peaked at $198K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.