SWM
RCS

SHP Wealth Management’s PIMCO Strategic Income Fund RCS Stock Holding History

SHP Wealth Management’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.53K Hold
659
– – ﹤0.01% 1147
2025
Q4 		$3.67K Buy
+659
New +$4.58K ﹤0.01% 1037

Other funds holding RCS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

SHP Wealth Management held its PIMCO Strategic Income Fund (RCS) position steady in Q1 2026 at 659 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

SHP Wealth Management first reported a position in RCS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.67K in Q4 2025. 61 funds tracked by Wall St. Rank hold RCS as of Q1 2026.

  • SHP Wealth Management held 659 shares of PIMCO Strategic Income Fund worth $3.53K as of Q1 2026.
  • SHP Wealth Management left its PIMCO Strategic Income Fund share count unchanged in Q1 2026.
  • PIMCO Strategic Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1147 holding.
  • SHP Wealth Management first reported a position in PIMCO Strategic Income Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's PIMCO Strategic Income Fund position peaked at $3.67K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2026.

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