Williams & Novak’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Williams & Novak’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 Q3	$275K	Buy	+25,790	New	+$298K	0.16%	108

Other funds holding PCN

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Williams & Novak's PCN Position: Q3 2026 in Review

Williams & Novak opened a new position in PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2026: 25,790 shares worth $275K. The stake represents 0.16% of the portfolio and ranks #108 among its holdings.

15 funds tracked by Wall St. Rank hold PCN as of Q3 2026.

Williams & Novak held 25,790 shares of PIMCO Corporate & Income Strategy Fund worth $275K as of Q3 2026.
PIMCO Corporate & Income Strategy Fund was a new Williams & Novak position in Q3 2026.
PIMCO Corporate & Income Strategy Fund made up 0.16% of Williams & Novak's portfolio in Q3 2026, its #108 holding.
15 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.