Raymond James Financial
PFL

Raymond James Financial’s PIMCO Income Strategy Fund PFL Stock Holding History

Raymond James Financial’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
2026
Q1 		$475K Buy
59,369
+3,316
+6% +$27.5K ﹤0.01% 4385
2025
Q4 		$473K Buy
56,053
+27
+0% +$228 ﹤0.01% 4307
2025
Q3 		$477K Buy
56,026
+13,271
+31% +$112K ﹤0.01% 4144
2025
Q2 		$357K Buy
42,755
+2,864
+7% +$23.6K ﹤0.01% 4197
2025
Q1 		$343K Buy
39,891
+8,104
+25% +$68.9K ﹤0.01% 4138
2024
Q4 		$266K Buy
+31,787
New +$270K ﹤0.01% 4255

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial's PFL Position: Q1 2026 in Review

Raymond James Financial increased its PIMCO Income Strategy Fund (PFL) stake by 5.9% in Q1 2026, buying an estimated $27.5K and bringing the position to 59,369 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #4385.

Raymond James Financial first reported a position in PFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q3 2025. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • Raymond James Financial held 59,369 shares of PIMCO Income Strategy Fund worth $475K as of Q1 2026.
  • Raymond James Financial bought 3,316 PIMCO Income Strategy Fund shares in Q1 2026, an estimated $27.5K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4385 holding.
  • Raymond James Financial first reported a position in PIMCO Income Strategy Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's PIMCO Income Strategy Fund position peaked at $477K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.