SFS
PCN

Shaker Financial Services’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Shaker Financial Services’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Buy
+50,569
New +$601K 0.19% 104
2019
Q1 		– Sell
-39,856
Closed -$593K – 137
2018
Q4 		$593K Buy
+39,856
New +$653K 0.33% 79

Other funds holding PCN

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shaker Financial Services's PCN Position: Q2 2026 in Review

Shaker Financial Services opened a new position in PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2026: 50,569 shares worth $610K. The stake represents 0.19% of the portfolio and ranks #104 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in PCN as recently as Q4 2018.

Shaker Financial Services first reported a position in PCN in Q4 2018 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Shaker Financial Services held 50,569 shares of PIMCO Corporate & Income Strategy Fund worth $610K as of Q2 2026.
  • PIMCO Corporate & Income Strategy Fund was a new Shaker Financial Services position in Q2 2026.
  • PIMCO Corporate & Income Strategy Fund made up 0.19% of Shaker Financial Services's portfolio in Q2 2026, its #104 holding.
  • Shaker Financial Services first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2018 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.