SAI
PFN

Savvy Advisors Inc’s PIMCO Income Strategy Fund II PFN Stock Holding History

Savvy Advisors Inc’s Portfolio PFN Stock Details PFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138K Hold
19,347
– – ﹤0.01% 1219
2026
Q1 		$133K Hold
19,347
– – ﹤0.01% 1092
2025
Q4 		$145K Buy
+19,347
New +$144K ﹤0.01% 977

Other funds holding PFN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savvy Advisors Inc's PFN Position: Q2 2026 in Review

Savvy Advisors Inc held its PIMCO Income Strategy Fund II (PFN) position steady in Q2 2026 at 19,347 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Savvy Advisors Inc first reported a position in PFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $145K in Q4 2025. 119 funds tracked by Wall St. Rank hold PFN as of Q2 2026.

  • Savvy Advisors Inc held 19,347 shares of PIMCO Income Strategy Fund II worth $138K as of Q2 2026.
  • Savvy Advisors Inc left its PIMCO Income Strategy Fund II share count unchanged in Q2 2026.
  • PIMCO Income Strategy Fund II made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1219 holding.
  • Savvy Advisors Inc first reported a position in PIMCO Income Strategy Fund II in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's PIMCO Income Strategy Fund II position peaked at $145K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund II as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.