Sound View Wealth Advisors Group’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Sound View Wealth Advisors Group’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	$145K	Hold	12,123	–	–	0.01%	433
2026 Q1	$144K	Hold	12,123	–	–	0.01%	417
2025 Q4	$155K	Hold	12,123	–	–	0.01%	413
2025 Q3	$162K	Hold	12,123	–	–	0.01%	417
2025 Q2	$154K	Hold	12,123	–	–	0.01%	419
2025 Q1	$165K	Hold	12,123	–	–	0.01%	402
2024 Q4	$163K	Hold	12,123	–	–	0.01%	411
2024 Q3	$172K	Hold	12,123	–	–	0.01%	403
2024 Q2	$160K	Hold	12,123	–	–	0.02%	355
2024 Q1	$169K	Sell	12,123 -5,913	-33%	-$78.6K	0.02%	366
2023 Q4	$224K	Hold	18,036	–	–	0.02%	354
2023 Q3	$219K	Sell	18,036 -149	-0.8%	-$2.02K	0.03%	340
2023 Q2	$238K	Hold	18,185	–	–	0.03%	318
2023 Q1	$228K	Buy	18,185 +149	+0.8%	+$1.95K	0.03%	330
2022 Q4	$224K	Buy	+18,036	New	+$222K	0.02%	354
2022 Q3	–	Sell	-18,185	Closed	-$230K	–	278
2022 Q2	$230K	Hold	18,185	–	–	0.05%	257
2022 Q1	$286K	Hold	18,185	–	–	0.05%	245
2021 Q4	$311K	Hold	18,185	–	–	0.06%	235
2021 Q3	$328K	Hold	18,185	–	–	0.07%	221
2021 Q2	$340K	Hold	18,185	–	–	0.07%	217
2021 Q1	$315K	Hold	18,185	–	–	0.07%	210
2020 Q4	$314K	Hold	18,185	–	–	0.08%	196
2020 Q3	$284K	Hold	18,185	–	–	0.07%	195
2020 Q2	$288K	Hold	18,185	–	–	0.08%	194
2020 Q1	$243K	Hold	18,185	–	–	0.08%	184
2019 Q4	$348K	Hold	18,185	–	–	0.1%	172
2019 Q3	$334K	Hold	18,185	–	–	0.1%	179
2019 Q2	$311K	Buy	+18,185	New	+$317K	0.09%	189

Other funds holding PCN

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

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

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

GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return

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

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

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

Sound View Wealth Advisors Group's PCN Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2026 at 12,123 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #433.

Sound View Wealth Advisors Group first reported a position in PCN in Q2 2019 and has held it in 28 quarters since. The position peaked at $348K in Q4 2019. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

Sound View Wealth Advisors Group held 12,123 shares of PIMCO Corporate & Income Strategy Fund worth $145K as of Q2 2026.
Sound View Wealth Advisors Group left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2026.
PIMCO Corporate & Income Strategy Fund made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #433 holding.
Sound View Wealth Advisors Group first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2019 and has held it in 28 quarters since.
Sound View Wealth Advisors Group's PIMCO Corporate & Income Strategy Fund position peaked at $348K in Q4 2019.
119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.