RFP
PFN

Root Financial Partners’s PIMCO Income Strategy Fund II PFN Stock Holding History

Root Financial Partners’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,995
Closed -$204K – 264
2025
Q1 		$204K Hold
26,995
– – 0.02% 203
2024
Q4 		$201K Buy
+26,995
New +$201K 0.02% 206