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

Prospera Financial Services’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	$2.46M	Buy	205,916 +6,395	+3%	+$75.9K	0.04%	459
2026 Q1	$2.37M	Buy	199,521 +15,238	+8%	+$191K	0.04%	450
2025 Q4	$2.35M	Buy	184,283 +5,094	+3%	+$65.5K	0.04%	439
2025 Q3	$2.4M	Buy	179,189 +3,221	+2%	+$41.5K	0.04%	433
2025 Q2	$2.23M	Buy	175,968 +10,950	+7%	+$139K	0.04%	437
2025 Q1	$2.25M	Buy	165,018 +27,211	+20%	+$370K	0.05%	364
2024 Q4	$1.85M	Buy	137,807 +19,947	+17%	+$277K	0.04%	387
2024 Q3	$1.67M	Buy	117,860 +7,542	+7%	+$102K	0.04%	377
2024 Q2	$1.46M	Buy	110,318 +14,645	+15%	+$192K	0.04%	405
2024 Q1	$1.34M	Buy	95,673 +8,404	+10%	+$112K	0.04%	426
2023 Q4	$1.08M	Buy	87,269 +3,396	+4%	+$40.6K	0.04%	448
2023 Q3	$1.02M	Buy	83,873 +15,550	+23%	+$211K	0.04%	419
2023 Q2	$896K	Buy	68,323 +4,767	+8%	+$60.8K	0.03%	447
2023 Q1	$797K	Buy	63,556 +3,379	+6%	+$44.1K	0.03%	489
2022 Q4	$713K	Buy	60,177 +1,088	+2%	+$13.4K	0.04%	449
2022 Q3	$700K	Buy	59,089 +1,725	+3%	+$23.1K	0.04%	450
2022 Q2	$726K	Buy	57,364 +3,239	+6%	+$46.5K	0.04%	437
2022 Q1	$852K	Buy	54,125 +10,797	+25%	+$171K	0.04%	460
2021 Q4	$741K	Buy	43,328 +4,108	+10%	+$73.8K	0.03%	472
2021 Q3	$708K	Buy	39,220 +15,664	+66%	+$292K	0.04%	440
2021 Q2	$441K	Buy	23,556 +7,468	+46%	+$136K	0.02%	558
2021 Q1	$279K	Buy	+16,088	New	+$277K	0.02%	640
2020 Q4	–	Sell	-5,280	Closed	-$82K	–	1297
2020 Q3	$82K	Buy	+5,280	New	+$83.2K	0.03%	467

Other funds holding PCN

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

IFG

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Prospera Financial Services's PCN Position: Q2 2026 in Review

Prospera Financial Services increased its PIMCO Corporate & Income Strategy Fund (PCN) stake by 3.2% in Q2 2026, buying an estimated $75.9K and bringing the position to 205,916 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #459.

Prospera Financial Services first reported a position in PCN in Q3 2020 and has held it in 23 quarters since. 18 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

Prospera Financial Services held 205,916 shares of PIMCO Corporate & Income Strategy Fund worth $2.46M as of Q2 2026.
Prospera Financial Services bought 6,395 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $75.9K.
PIMCO Corporate & Income Strategy Fund made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #459 holding.
Prospera Financial Services first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2020 and has held it in 23 quarters since.
18 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.