PWPS
RCS

Pinnacle Wealth Planning Services’s PIMCO Strategic Income Fund RCS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.2K Hold
4,330
– – ﹤0.01% 1619
2025
Q4 		$24.1K Buy
+4,330
New +$30.1K ﹤0.01% 1630

Other funds holding RCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Pinnacle Wealth Planning Services's RCS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its PIMCO Strategic Income Fund (RCS) position steady in Q1 2026 at 4,330 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Pinnacle Wealth Planning Services first reported a position in RCS in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.1K in Q4 2025. 61 funds tracked by Wall St. Rank hold RCS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,330 shares of PIMCO Strategic Income Fund worth $23.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its PIMCO Strategic Income Fund share count unchanged in Q1 2026.
  • PIMCO Strategic Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1619 holding.
  • Pinnacle Wealth Planning Services first reported a position in PIMCO Strategic Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's PIMCO Strategic Income Fund position peaked at $24.1K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.