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 Q2	$185K	Hold	23,500	–	–	0.01%	1184
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PFG Investments's PFL Position: Q2 2026 in Review

PFG Investments held its PIMCO Income Strategy Fund (PFL) position steady in Q2 2026 at 23,500 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1184.

PFG Investments first reported a position in PFL in Q1 2024 and has held it in 7 quarters since. The position peaked at $198K in Q4 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

PFG Investments held 23,500 shares of PIMCO Income Strategy Fund worth $185K as of Q2 2026.
PFG Investments left its PIMCO Income Strategy Fund share count unchanged in Q2 2026.
PIMCO Income Strategy Fund made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1184 holding.
PFG Investments first reported a position in PIMCO Income Strategy Fund in Q1 2024 and has held it in 7 quarters since.
PFG Investments's PIMCO Income Strategy Fund position peaked at $198K in Q4 2025.
82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.