SG
PFL

StoneX Group’s PIMCO Income Strategy Fund PFL Stock Holding History

StoneX 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
2026
Q2 		$289K Buy
36,389
+16,511
+83% +$130K 0.01% 846
2026
Q1 		$161K Sell
19,878
-20,020
-50% -$166K 0.01% 769
2025
Q4 		$338K Buy
39,898
+16,903
+74% +$143K 0.01% 657
2025
Q3 		$197K Sell
22,995
-2,508
-10% -$21.2K 0.01% 828
2025
Q2 		$213K Sell
25,503
-5,547
-18% -$45.7K 0.01% 759
2025
Q1 		$268K Buy
31,050
+1,050
+4% +$8.92K 0.01% 683
2024
Q4 		$252K Buy
+30,000
New +$255K 0.01% 671

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

StoneX Group's PFL Position: Q2 2026 in Review

StoneX Group increased its PIMCO Income Strategy Fund (PFL) stake by 83% in Q2 2026, buying an estimated $130K and bringing the position to 36,389 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #846.

StoneX Group first reported a position in PFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • StoneX Group held 36,389 shares of PIMCO Income Strategy Fund worth $289K as of Q2 2026.
  • StoneX Group bought 16,511 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $130K.
  • PIMCO Income Strategy Fund made up 0.01% of StoneX Group's portfolio in Q2 2026, its #846 holding.
  • StoneX Group first reported a position in PIMCO Income Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • StoneX Group's PIMCO Income Strategy Fund position peaked at $338K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.