SAM
PFL

Synergy Asset Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-1,100
Closed -$9.43K – 626
2024
Q4 		$9.43K Buy
+1,100
New +$9.34K ﹤0.01% 480

Other funds holding PFL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Synergy Asset Management's PFL Position: Q1 2025 in Review

Synergy Asset Management sold out of PIMCO Income Strategy Fund (PFL) in Q1 2025, closing a stake of 1,100 shares — an estimated $9.43K sold.

Synergy Asset Management first reported a position in PFL in Q4 2024 and held it in 1 quarter. The position peaked at $9.43K in Q4 2024. 71 funds tracked by Wall St. Rank hold PFL as of Q1 2025.

  • Synergy Asset Management reported no remaining PIMCO Income Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,100 PIMCO Income Strategy Fund shares in Q1 2025, an estimated $9.43K.
  • Synergy Asset Management first reported a position in PIMCO Income Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's PIMCO Income Strategy Fund position peaked at $9.43K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.