PFPG
PFL

Pinnacle Financial Partners (Georgia)’s PIMCO Income Strategy Fund PFL Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$1.11M Sell
140,301
-655
-0.5% -$5.15K 0.01% 622
2026
Q1 		$1.13M Buy
140,956
+7,955
+6% +$65.9K 0.01% 576
2025
Q4 		$1.12M Buy
+133,001
New +$1.12M 0.01% 580

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

Pinnacle Financial Partners (Georgia)'s PFL Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its PIMCO Income Strategy Fund (PFL) stake by 0.46% in Q2 2026, selling an estimated $5.15K and leaving 140,301 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #622.

Pinnacle Financial Partners (Georgia) first reported a position in PFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 140,301 shares of PIMCO Income Strategy Fund worth $1.11M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 655 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $5.15K.
  • PIMCO Income Strategy Fund made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #622 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in PIMCO Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s PIMCO Income Strategy Fund position peaked at $1.13M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.