PF
PCN

PlanVest Financial’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

PlanVest Financial’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$161K Buy
13,452
+1
+0% +$12 0.11% 120
2026
Q1 		$160K Buy
+13,451
New +$168K 0.12% 104

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
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
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

PlanVest Financial's PCN Position: Q2 2026 in Review

PlanVest Financial increased its PIMCO Corporate & Income Strategy Fund (PCN) stake by 0.01% in Q2 2026, buying an estimated $12 and bringing the position to 13,452 shares worth $161K. The position accounts for 0.11% of the portfolio, ranked #120.

PlanVest Financial first reported a position in PCN in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • PlanVest Financial held 13,452 shares of PIMCO Corporate & Income Strategy Fund worth $161K as of Q2 2026.
  • PlanVest Financial bought 1 PIMCO Corporate & Income Strategy Fund share in Q2 2026, an estimated $12.
  • PIMCO Corporate & Income Strategy Fund made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #120 holding.
  • PlanVest Financial first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.