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
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

MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SHP Wealth Management's PCN Position: Q1 2026 in Review

SHP Wealth Management reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 89% in Q1 2026, selling an estimated $3.81K and leaving 38 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

SHP Wealth Management first reported a position in PCN in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.37K in Q4 2025. 121 funds tracked by Wall St. Rank hold PCN as of Q1 2026.

  • SHP Wealth Management held 38 shares of PIMCO Corporate & Income Strategy Fund worth $457 as of Q1 2026.
  • SHP Wealth Management sold 305 PIMCO Corporate & Income Strategy Fund shares in Q1 2026, an estimated $3.81K.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1635 holding.
  • SHP Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $4.37K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.