Sonora Investment Management Group’s PIMCO Income Strategy Fund PFL Stock Holding History

Sonora Investment Management Group’s Portfolio PFL Stock Details PFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$118K	Sell	13,895 -11,170	-45%	-$94.2K	0.01%	286
2025 Q2	$209K	Hold	25,065	–	–	0.02%	268
2025 Q1	$216K	Hold	25,065	–	–	0.02%	258
2024 Q4	$210K	Hold	25,065	–	–	0.02%	261
2024 Q3	$215K	Hold	25,065	–	–	0.02%	265
2024 Q2	$213K	Hold	25,065	–	–	0.02%	257
2024 Q1	$213K	Hold	25,065	–	–	0.02%	258
2023 Q4	$212K	Hold	25,065	–	–	0.02%	244
2023 Q3	$192K	Sell	25,065 -23,372	-48%	-$188K	0.02%	240
2023 Q2	$397K	Hold	48,437	–	–	0.03%	177
2023 Q1	$394K	Hold	48,437	–	–	0.03%	177
2022 Q4	$393K	Sell	48,437 -11,124	-19%	-$92.1K	0.04%	178
2022 Q3	$535K	Hold	59,561	–	–	0.07%	125
2022 Q2	$535K	Hold	59,561	–	–	0.05%	156
2022 Q1	$608K	Sell	59,561 -110	-0.2%	-$1.14K	0.07%	127
2021 Q4	$655K	Buy	+59,671	New	+$663K	0.08%	119

Other funds holding PFL

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management Group's PFL Position: Q3 2025 in Review

Sonora Investment Management Group reduced its PIMCO Income Strategy Fund (PFL) stake by 45% in Q3 2025, selling an estimated $94.2K and leaving 13,895 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #286.

Sonora Investment Management Group first reported a position in PFL in Q4 2021 and has held it in 16 quarters since. The position peaked at $655K in Q4 2021. 73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

Sonora Investment Management Group held 13,895 shares of PIMCO Income Strategy Fund worth $118K as of Q3 2025.
Sonora Investment Management Group sold 11,170 PIMCO Income Strategy Fund shares in Q3 2025, an estimated $94.2K.
PIMCO Income Strategy Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #286 holding.
Sonora Investment Management Group first reported a position in PIMCO Income Strategy Fund in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's PIMCO Income Strategy Fund position peaked at $655K in Q4 2021.
73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.