SWM
PCN

SHP Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

SHP Wealth Management’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 		$1.5K Buy
125
+87
+229% +$1.03K ﹤0.01% 1474
2026
Q1 		$457 Sell
38
-305
-89% -$3.81K ﹤0.01% 1635
2025
Q4 		$4.37K Buy
+343
New +$4.41K ﹤0.01% 1009

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
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
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

SHP Wealth Management's PCN Position: Q2 2026 in Review

SHP Wealth Management increased its PIMCO Corporate & Income Strategy Fund (PCN) stake by 229% in Q2 2026, buying an estimated $1.03K and bringing the position to 125 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

SHP Wealth Management first reported a position in PCN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.37K in Q4 2025. 118 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • SHP Wealth Management held 125 shares of PIMCO Corporate & Income Strategy Fund worth $1.5K as of Q2 2026.
  • SHP Wealth Management bought 87 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $1.03K.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1474 holding.
  • SHP Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $4.37K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.