TF
PFL

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

Tudor 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 		$116K Hold
14,708
– – 0.05% 152
2026
Q1 		$118K Hold
14,708
– – 0.06% 139
2025
Q4 		$124K Sell
14,708
-977
-6% -$8.24K 0.06% 142
2025
Q3 		$134K Buy
15,685
+42
+0.3% +$354 0.07% 139
2025
Q2 		$130K Buy
15,643
+57
+0.4% +$470 0.07% 134
2025
Q1 		$134K Buy
15,586
+55
+0.4% +$467 0.08% 135
2024
Q4 		$130K Buy
+15,531
New +$132K 0.08% 134

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

Tudor Financial's PFL Position: Q2 2026 in Review

Tudor Financial held its PIMCO Income Strategy Fund (PFL) position steady in Q2 2026 at 14,708 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #152.

Tudor Financial first reported a position in PFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $134K in Q1 2025. 81 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Tudor Financial held 14,708 shares of PIMCO Income Strategy Fund worth $116K as of Q2 2026.
  • Tudor Financial left its PIMCO Income Strategy Fund share count unchanged in Q2 2026.
  • PIMCO Income Strategy Fund made up 0.05% of Tudor Financial's portfolio in Q2 2026, its #152 holding.
  • Tudor Financial first reported a position in PIMCO Income Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Tudor Financial's PIMCO Income Strategy Fund position peaked at $134K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.