Truist Financial
PFL

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

Truist 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
2026
Q2 		$741K Buy
93,980
+1,568
+2% +$12.3K ﹤0.01% 1956
2026
Q1 		$739K Buy
92,412
+363
+0.4% +$3.01K ﹤0.01% 1863
2025
Q4 		$776K Buy
92,049
+10,588
+13% +$89.3K ﹤0.01% 1804
2025
Q3 		$694K Sell
81,461
-3,537
-4% -$29.8K ﹤0.01% 1846
2025
Q2 		$709K Sell
84,998
-811
-0.9% -$6.69K ﹤0.01% 1770
2025
Q1 		$738K Buy
85,809
+4,411
+5% +$37.5K ﹤0.01% 1665
2024
Q4 		$682K Sell
81,398
-14,454
-15% -$123K ﹤0.01% 1731
2024
Q3 		$821K Sell
95,852
-37,848
-28% -$314K ﹤0.01% 1624
2024
Q2 		$1.09M Buy
133,700
+8,648
+7% +$71.8K ﹤0.01% 1566
2024
Q1 		$1.06M Buy
125,052
+14,262
+13% +$121K ﹤0.01% 1586
2023
Q4 		$935K Sell
110,790
-511
-0.5% -$4K ﹤0.01% 1634
2023
Q3 		$854K Buy
111,301
+23,179
+26% +$186K ﹤0.01% 1636
2023
Q2 		$722K Sell
88,122
-1,286
-1% -$10.3K ﹤0.01% 1763
2023
Q1 		$727K Sell
89,408
-2,496
-3% -$21.2K ﹤0.01% 1737
2022
Q4 		$745K Sell
91,904
-1,624
-2% -$13.4K ﹤0.01% 1707
2022
Q3 		$745K Buy
93,528
+1,200
+1% +$10.9K ﹤0.01% 1627
2022
Q2 		$830K Sell
92,328
-3,403
-4% -$31.9K ﹤0.01% 1641
2022
Q1 		$977K Buy
95,731
+2,908
+3% +$30K ﹤0.01% 1642
2021
Q4 		$1.02M Buy
92,823
+2,608
+3% +$29K ﹤0.01% 1626
2021
Q3 		$1.05M Sell
90,215
-2,034
-2% -$25.4K ﹤0.01% 1575
2021
Q2 		$1.18M Sell
92,249
-2,786
-3% -$34.5K ﹤0.01% 1544
2021
Q1 		$1.14M Sell
95,035
-2,735
-3% -$32K ﹤0.01% 1519
2020
Q4 		$1.12M Sell
97,770
-698
-0.7% -$7.46K ﹤0.01% 1414
2020
Q3 		$996K Sell
98,468
-57,776
-37% -$583K ﹤0.01% 1372
2020
Q2 		$1.52M Buy
156,244
+7,727
+5% +$70.9K ﹤0.01% 1139
2020
Q1 		$1.25M Sell
148,517
-465
-0.3% -$5.13K ﹤0.01% 1167
2019
Q4 		$1.76M Buy
+148,982
New +$1.74M ﹤0.01% 1189

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial's PFL Position: Q2 2026 in Review

Truist Financial increased its PIMCO Income Strategy Fund (PFL) stake by 1.7% in Q2 2026, buying an estimated $12.3K and bringing the position to 93,980 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Truist Financial first reported a position in PFL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.76M in Q4 2019. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Truist Financial held 93,980 shares of PIMCO Income Strategy Fund worth $741K as of Q2 2026.
  • Truist Financial bought 1,568 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $12.3K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1956 holding.
  • Truist Financial first reported a position in PIMCO Income Strategy Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's PIMCO Income Strategy Fund position peaked at $1.76M in Q4 2019.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.