SPIA
PCN

Steward Partners Investment Advisory’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Steward Partners Investment Advisory’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 		$818K Sell
68,421
-10,232
-13% -$122K ﹤0.01% 1417
2026
Q1 		$936K Buy
78,653
+33,693
+75% +$421K ﹤0.01% 1196
2025
Q4 		$574K Buy
44,960
+27,414
+156% +$352K ﹤0.01% 1341
2025
Q3 		$235K Buy
17,546
+5,265
+43% +$67.9K ﹤0.01% 1787
2025
Q2 		$156K Buy
+12,281
New +$156K ﹤0.01% 1878
2024
Q2 		– Sell
-948
Closed -$13.2K – 3689
2024
Q1 		$13.2K Buy
+948
New +$12.6K ﹤0.01% 2702

Other funds holding PCN

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
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

Steward Partners Investment Advisory's PCN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 13% in Q2 2026, selling an estimated $122K and leaving 68,421 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Steward Partners Investment Advisory first reported a position in PCN in Q1 2024 and has held it in 6 quarters since. The position peaked at $936K in Q1 2026. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Steward Partners Investment Advisory held 68,421 shares of PIMCO Corporate & Income Strategy Fund worth $818K as of Q2 2026.
  • Steward Partners Investment Advisory sold 10,232 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $122K.
  • PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1417 holding.
  • Steward Partners Investment Advisory first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's PIMCO Corporate & Income Strategy Fund position peaked at $936K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.