RCM
PFL

Raleigh Capital Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Raleigh Capital Management’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
Q1 		– Sell
-1,575
Closed -$13.2K – 907
2024
Q4 		$13.2K Buy
1,575
+245
+18% +$2.08K 0.01% 556
2024
Q3 		$11.4K Hold
1,330
– – ﹤0.01% 564
2024
Q2 		$10.8K Hold
1,330
– – ﹤0.01% 562
2024
Q1 		$11.3K Hold
1,330
– – ﹤0.01% 539
2023
Q4 		$11.2K Buy
1,330
+185
+16% +$1.45K 0.01% 562
2023
Q3 		$8.78K Hold
1,145
– – ﹤0.01% 566
2023
Q2 		$9.38K Hold
1,145
– – ﹤0.01% 502
2023
Q1 		$9.31K Buy
1,145
+120
+12% +$1.02K ﹤0.01% 515
2022
Q4 		$8.31K Buy
1,025
+100
+11% +$828 ﹤0.01% 468
2022
Q3 		$7K Buy
+925
New +$8.37K ﹤0.01% 436

Other funds holding PFL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raleigh Capital Management's PFL Position: Q1 2025 in Review

Raleigh Capital Management sold out of PIMCO Income Strategy Fund (PFL) in Q1 2025, closing a stake of 1,575 shares — an estimated $13.2K sold.

Raleigh Capital Management first reported a position in PFL in Q3 2022 and held it in 10 quarters. The position peaked at $13.2K in Q4 2024. 71 funds tracked by Wall St. Rank hold PFL as of Q1 2025.

  • Raleigh Capital Management reported no remaining PIMCO Income Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 1,575 PIMCO Income Strategy Fund shares in Q1 2025, an estimated $13.2K.
  • Raleigh Capital Management first reported a position in PIMCO Income Strategy Fund in Q3 2022 and held it in 10 quarters.
  • Raleigh Capital Management's PIMCO Income Strategy Fund position peaked at $13.2K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.