VR
PCN

Vision Retirement’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Vision Retirement’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Sell
94,183
-4,433
-4% -$52.6K 0.27% 58
2026
Q1 		$1.17M Buy
98,616
+1,166
+1% +$14.6K 0.33% 57
2025
Q4 		$1.24M Buy
+97,450
New +$1.25M 0.33% 58

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $265M AUM 18.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Vision Retirement's PCN Position: Q2 2026 in Review

Vision Retirement reduced its PIMCO Corporate & Income Strategy Fund (PCN) stake by 4.5% in Q2 2026, selling an estimated $52.6K and leaving 94,183 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #58.

Vision Retirement first reported a position in PCN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 112 funds tracked by Wall St. Rank hold PCN as of Q2 2026.

  • Vision Retirement held 94,183 shares of PIMCO Corporate & Income Strategy Fund worth $1.13M as of Q2 2026.
  • Vision Retirement sold 4,433 PIMCO Corporate & Income Strategy Fund shares in Q2 2026, an estimated $52.6K.
  • PIMCO Corporate & Income Strategy Fund made up 0.27% of Vision Retirement's portfolio in Q2 2026, its #58 holding.
  • Vision Retirement first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's PIMCO Corporate & Income Strategy Fund position peaked at $1.24M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.