PFPG
PFN

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

Pinnacle Financial Partners (Georgia)’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Sell
44,620
-1,567
-3% -$10.9K ﹤0.01% 979
2026
Q1 		$318K Sell
46,187
-2,663
-5% -$19.3K ﹤0.01% 917
2025
Q4 		$366K Buy
+48,850
New +$365K ﹤0.01% 871

Other funds holding PFN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its PIMCO Income Strategy Fund II (PFN) stake by 3.4% in Q2 2026, selling an estimated $10.9K and leaving 44,620 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Pinnacle Financial Partners (Georgia) first reported a position in PFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 119 funds tracked by Wall St. Rank hold PFN as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 44,620 shares of PIMCO Income Strategy Fund II worth $318K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,567 PIMCO Income Strategy Fund II shares in Q2 2026, an estimated $10.9K.
  • PIMCO Income Strategy Fund II made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #979 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in PIMCO Income Strategy Fund II in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s PIMCO Income Strategy Fund II position peaked at $366K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q2 2026.

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