Symphony Financial Services’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Symphony Financial Services’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	$162K	Sell	13,586 -394	-3%	-$4.68K	0.07%	105
2026 Q1	$166K	Buy	13,980 +18	+0.1%	+$225	0.09%	98
2025 Q4	$178K	Sell	13,962 -434	-3%	-$5.58K	0.09%	100
2025 Q3	$193K	Buy	14,396 +45	+0.3%	+$580	0.1%	94
2025 Q2	$182K	Buy	14,351 +184	+1%	+$2.33K	0.11%	86
2025 Q1	$193K	Buy	+14,167	New	+$193K	0.13%	81
2024 Q4	–	Sell	-10,966	Closed	-$156K	–	85
2024 Q3	$156K	Buy	10,966 +517	+5%	+$7.01K	0.13%	77
2024 Q2	$141K	Buy	+10,449	New	+$137K	0.12%	82

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

Symphony Financial Services's PCN Position: Q2 2026 in Review

Symphony Financial Services reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 2.8% in Q2 2026, selling an estimated $4.68K and leaving 13,586 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #105.

Symphony Financial Services first reported a position in PCN in Q2 2024 and has held it in 8 quarters since. The position peaked at $193K in Q1 2025. 119 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

Symphony Financial Services held 13,586 shares of PIMCO Corporate & Income Strategy Fund worth $162K as of Q2 2026.
Symphony Financial Services sold 394 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $4.68K.
PIMCO Corporate & Income Strategy Fund made up 0.07% of Symphony Financial Services's portfolio in Q2 2026, its #105 holding.
Symphony Financial Services first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2024 and has held it in 8 quarters since.
Symphony Financial Services's PIMCO Corporate & Income Strategy Fund position peaked at $193K in Q1 2025.
119 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.