SWIM
RCS

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

Smallwood Wealth Investment 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
Q2 		$12.9K Buy
2,375
+51
+2% +$276 0.01% 313
2026
Q1 		$12.5K Buy
2,324
+41
+2% +$237 0.01% 309
2025
Q4 		$12.7K Buy
2,283
+38
+2% +$264 0.01% 295
2025
Q3 		$17K Buy
2,245
+38
+2% +$274 0.01% 275
2025
Q2 		$15.4K Buy
2,207
+42
+2% +$261 0.01% 277
2025
Q1 		$13.5K Buy
+2,165
New +$13.8K 0.01% 285

Other funds holding RCS

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
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 $1.89T AUM 35.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Smallwood Wealth Investment Management's RCS Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its PIMCO Strategic Income Fund (RCS) stake by 2.2% in Q2 2026, buying an estimated $276 and bringing the position to 2,375 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #313.

Smallwood Wealth Investment Management first reported a position in RCS in Q1 2025 and has held it in 6 quarters since. The position peaked at $17K in Q3 2025. 68 funds tracked by Wall St. Rank hold RCS as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,375 shares of PIMCO Strategic Income Fund worth $12.9K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 51 PIMCO Strategic Income Fund shares in Q2 2026, an estimated $276.
  • PIMCO Strategic Income Fund made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #313 holding.
  • Smallwood Wealth Investment Management first reported a position in PIMCO Strategic Income Fund in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's PIMCO Strategic Income Fund position peaked at $17K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.