SF
PFL

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

Synovus 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
2025
Q3 		$129K Sell
15,098
-32,053
-68% -$270K ﹤0.01% 925
2025
Q2 		$393K Sell
47,151
-1,107
-2% -$9.13K ﹤0.01% 725
2025
Q1 		$415K Buy
48,258
+981
+2% +$8.34K 0.01% 701
2024
Q4 		$396K Sell
47,277
-48,373
-51% -$411K 0.01% 697
2024
Q3 		$820K Buy
95,650
+48,015
+101% +$399K 0.01% 560
2024
Q2 		$388K Buy
47,635
+1,033
+2% +$8.58K 0.01% 677
2024
Q1 		$395K Buy
46,602
+991
+2% +$8.38K 0.01% 679
2023
Q4 		$385K Sell
45,611
-6,988
-13% -$54.7K 0.01% 674
2023
Q3 		$403K Buy
52,599
+13,600
+35% +$109K ﹤0.01% 668
2023
Q2 		$319K Buy
38,999
+1,117
+3% +$8.97K ﹤0.01% 716
2023
Q1 		$308K Buy
37,882
+6,483
+21% +$55.1K ﹤0.01% 713
2022
Q4 		$255K Buy
+31,399
New +$260K ﹤0.01% 759
2021
Q4 		– Sell
-11,075
Closed -$129K – 880
2021
Q3 		$129K Buy
11,075
+216
+2% +$2.69K ﹤0.01% 823
2021
Q2 		$138K Sell
10,859
-3,227
-23% -$40K ﹤0.01% 817
2021
Q1 		$170K Buy
14,086
+176
+1% +$2.06K ﹤0.01% 729
2020
Q4 		$159K Buy
13,910
+190
+1% +$2.03K ﹤0.01% 741
2020
Q3 		$139K Buy
13,720
+192
+1% +$1.94K ﹤0.01% 689
2020
Q2 		$131K Sell
13,528
-4,708
-26% -$43.2K ﹤0.01% 727
2020
Q1 		$154K Buy
18,236
+11,813
+184% +$130K ﹤0.01% 818
2019
Q4 		$76K Buy
+6,423
New +$74.9K ﹤0.01% 863

Other funds holding PFL

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synovus Financial's PFL Position: Q3 2025 in Review

Synovus Financial reduced its PIMCO Income Strategy Fund (PFL) stake by 68% in Q3 2025, selling an estimated $270K and leaving 15,098 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Synovus Financial first reported a position in PFL in Q4 2019 and has held it in 20 quarters since. The position peaked at $820K in Q3 2024. 73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

  • Synovus Financial held 15,098 shares of PIMCO Income Strategy Fund worth $129K as of Q3 2025.
  • Synovus Financial sold 32,053 PIMCO Income Strategy Fund shares in Q3 2025, an estimated $270K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Synovus Financial's portfolio in Q3 2025, its #925 holding.
  • Synovus Financial first reported a position in PIMCO Income Strategy Fund in Q4 2019 and has held it in 20 quarters since.
  • Synovus Financial's PIMCO Income Strategy Fund position peaked at $820K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.