SFC
PFL

Sprinkle Financial Consultants’s PIMCO Income Strategy Fund PFL Stock Holding History

Sprinkle Financial Consultants’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
2026
Q2 		$78.8K Hold
10,000
– – 0.03% 104
2026
Q1 		$80K Buy
+10,000
New +$82.9K 0.04% 99

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sprinkle Financial Consultants's PFL Position: Q2 2026 in Review

Sprinkle Financial Consultants held its PIMCO Income Strategy Fund (PFL) position steady in Q2 2026 at 10,000 shares worth $78.8K. The position accounts for 0.03% of the portfolio, ranked #104.

Sprinkle Financial Consultants first reported a position in PFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $80K in Q1 2026. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Sprinkle Financial Consultants held 10,000 shares of PIMCO Income Strategy Fund worth $78.8K as of Q2 2026.
  • Sprinkle Financial Consultants left its PIMCO Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Income Strategy Fund made up 0.03% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #104 holding.
  • Sprinkle Financial Consultants first reported a position in PIMCO Income Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Sprinkle Financial Consultants's PIMCO Income Strategy Fund position peaked at $80K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.