Thurston Springer Miller Herd & Titak’s PIMCO Income Strategy Fund PFL Stock Holding History

Thurston Springer Miller Herd & Titak’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	–	Sell	-2,000	Closed	-$16.7K	–	1137
2025 Q2	$16.7K	Hold	2,000	–	–	﹤0.01%	1001
2025 Q1	$17.2K	Hold	2,000	–	–	﹤0.01%	937
2024 Q4	$16.8K	Hold	2,000	–	–	﹤0.01%	768
2024 Q3	$17.1K	Buy	+2,000	New	+$16.6K	﹤0.01%	867

Other funds holding PFL

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PFL Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of PIMCO Income Strategy Fund (PFL) in Q3 2025, closing a stake of 2,000 shares — an estimated $16.7K sold.

Thurston Springer Miller Herd & Titak first reported a position in PFL in Q3 2024 and held it in 4 quarters. The position peaked at $17.2K in Q1 2025. 73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining PIMCO Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 2,000 PIMCO Income Strategy Fund shares in Q3 2025, an estimated $16.7K.
Thurston Springer Miller Herd & Titak first reported a position in PIMCO Income Strategy Fund in Q3 2024 and held it in 4 quarters.
Thurston Springer Miller Herd & Titak's PIMCO Income Strategy Fund position peaked at $17.2K in Q1 2025.
73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.