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

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$1M	Buy	+117,903	New	+$995K	0.02%	265

Other funds holding PFL

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PFL Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) opened a new position in PIMCO Income Strategy Fund (PFL) in Q3 2025: 117,903 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #265 among its holdings.

73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 117,903 shares of PIMCO Income Strategy Fund worth $1M as of Q3 2025.
PIMCO Income Strategy Fund was a new Pinnacle Financial Partners (Tennessee) position in Q3 2025.
PIMCO Income Strategy Fund made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #265 holding.
73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.