Stifel Financial
PFL

Stifel Financial’s PIMCO Income Strategy Fund PFL Stock Holding History

Stifel Financial’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
Q1 		$2.21M Buy
275,920
+20,195
+8% +$167K ﹤0.01% 1893
2025
Q4 		$2.16M Buy
255,725
+10,316
+4% +$87K ﹤0.01% 1874
2025
Q3 		$2.09M Buy
245,409
+14,138
+6% +$119K ﹤0.01% 1880
2025
Q2 		$1.93M Sell
231,271
-27,110
-10% -$224K ﹤0.01% 1867
2025
Q1 		$2.22M Buy
258,381
+8,872
+4% +$75.4K ﹤0.01% 1694
2024
Q4 		$2.09M Buy
249,509
+8,649
+4% +$73.4K ﹤0.01% 1744
2024
Q3 		$2.06M Buy
240,860
+5,810
+2% +$48.3K ﹤0.01% 1750
2024
Q2 		$1.92M Buy
235,050
+16,340
+7% +$136K ﹤0.01% 1751
2024
Q1 		$1.85M Sell
218,710
-5,878
-3% -$49.7K ﹤0.01% 1775
2023
Q4 		$1.9M Buy
224,588
+29,802
+15% +$233K ﹤0.01% 1705
2023
Q3 		$1.49M Sell
194,786
-15,041
-7% -$121K ﹤0.01% 1782
2023
Q2 		$1.72M Buy
209,827
+15,553
+8% +$125K ﹤0.01% 1736
2023
Q1 		$1.58M Buy
194,274
+99,111
+104% +$843K ﹤0.01% 1730
2022
Q4 		$772K Buy
95,163
+67,388
+243% +$558K ﹤0.01% 2191
2022
Q3 		$221K Buy
27,775
+16,625
+149% +$150K ﹤0.01% 2896
2022
Q2 		$100K Sell
11,150
-71
-0.6% -$666 ﹤0.01% 3151
2022
Q1 		$114K Buy
+11,221
New +$116K ﹤0.01% 3245

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Stifel Financial's PFL Position: Q1 2026 in Review

Stifel Financial increased its PIMCO Income Strategy Fund (PFL) stake by 7.9% in Q1 2026, buying an estimated $167K and bringing the position to 275,920 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Stifel Financial first reported a position in PFL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.22M in Q1 2025. 87 funds tracked by Wall St. Rank hold PFL as of Q1 2026.

  • Stifel Financial held 275,920 shares of PIMCO Income Strategy Fund worth $2.21M as of Q1 2026.
  • Stifel Financial bought 20,195 PIMCO Income Strategy Fund shares in Q1 2026, an estimated $167K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1893 holding.
  • Stifel Financial first reported a position in PIMCO Income Strategy Fund in Q1 2022 and has held it in 17 quarters since.
  • Stifel Financial's PIMCO Income Strategy Fund position peaked at $2.22M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.