SA
PFL

Sanctuary Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Sanctuary Advisors’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
Q2 		$342K Buy
43,345
+1,268
+3% +$9.97K ﹤0.01% 2234
2026
Q1 		$337K Buy
42,077
+1,166
+3% +$9.66K ﹤0.01% 2020
2025
Q4 		$345K Buy
40,911
+1,128
+3% +$9.51K ﹤0.01% 1933
2025
Q3 		$339K Buy
39,783
+1,101
+3% +$9.29K ﹤0.01% 1931
2025
Q2 		$323K Buy
38,682
+1,071
+3% +$8.83K ﹤0.01% 1869
2025
Q1 		$323K Buy
37,611
+691
+2% +$5.87K ﹤0.01% 1744
2024
Q4 		$311K Buy
36,920
+681
+2% +$5.78K ﹤0.01% 1973
2024
Q3 		$305K Buy
36,239
+3,302
+10% +$27.4K ﹤0.01% 1980
2024
Q2 		$272K Buy
+32,937
New +$274K ﹤0.01% 2005

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sanctuary Advisors's PFL Position: Q2 2026 in Review

Sanctuary Advisors increased its PIMCO Income Strategy Fund (PFL) stake by 3% in Q2 2026, buying an estimated $9.97K and bringing the position to 43,345 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Sanctuary Advisors first reported a position in PFL in Q2 2024 and has held it in 9 quarters since. The position peaked at $345K in Q4 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Sanctuary Advisors held 43,345 shares of PIMCO Income Strategy Fund worth $342K as of Q2 2026.
  • Sanctuary Advisors bought 1,268 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $9.97K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2234 holding.
  • Sanctuary Advisors first reported a position in PIMCO Income Strategy Fund in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's PIMCO Income Strategy Fund position peaked at $345K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.