SFS
PCN

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
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

MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Symphony Financial Services's PCN Position: Q1 2026 in Review

Symphony Financial Services increased its PIMCO Corporate & Income Strategy Fund (PCN) stake by 0.13% in Q1 2026, buying an estimated $225 and bringing the position to 13,980 shares worth $166K. The position accounts for 0.09% of the portfolio, ranked #98.

Symphony Financial Services first reported a position in PCN in Q2 2024 and has held it in 7 quarters since. The position peaked at $193K in Q1 2025. 121 funds tracked by Wall St. Rank hold PCN as of Q1 2026.

  • Symphony Financial Services held 13,980 shares of PIMCO Corporate & Income Strategy Fund worth $166K as of Q1 2026.
  • Symphony Financial Services bought 18 PIMCO Corporate & Income Strategy Fund shares in Q1 2026, an estimated $225.
  • PIMCO Corporate & Income Strategy Fund made up 0.09% of Symphony Financial Services's portfolio in Q1 2026, its #98 holding.
  • Symphony Financial Services first reported a position in PIMCO Corporate & Income Strategy Fund in Q2 2024 and has held it in 7 quarters since.
  • Symphony Financial Services's PIMCO Corporate & Income Strategy Fund position peaked at $193K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.