PIMCO INCOME STRATEGY FD II (PFN) Institutional Ownership Changes & 13F Activity

PIMCO INCOME STRATEGY FD II (PFN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Invesco Ltd., Susquehanna International Group, Llp, Jane Street Group, Llc, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+77,639+65.0%197,168$1.41MQ2 2026Sep 23, 2026
Smith Chas P & Associates Pa CpasSell-1,815-6.5%26,254$187.19KQ2 2026Sep 11, 2026
Citadel Advisors LlcBuy+35,795—35,795$255.22KQ2 2026Sep 02, 2026
Centaurus Financial, Inc.Buy+1,798+2.2%81,925$584.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,138,750—1,138,750$8.12MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+741,884—741,884$5.29MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+197,789+760.8%223,785$1.60MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-161,647-86.6%25,085$178.86KQ2 2026Aug 14, 2026
Bank Of America CorpSell-86,700-21.6%313,942$2.24MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+62,422+10.8%638,598$4.55MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+42,842+25.8%209,183$1.49MQ2 2026Aug 14, 2026
&PartnersBuy+24,395—24,395$173.94KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-23,854-6.3%354,148$2.52MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcSell-18,359-2.2%819,721$5.84MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+16,000+11.7%153,000$1.09MQ2 2026Aug 14, 2026
Xtx Topco LtdSell-15,078-17.1%73,149$521.55KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+13,694+4.5%316,657$2.26MQ2 2026Aug 14, 2026
Nomura Holdings IncSell-6,300-24.0%20,000$142.60KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcSell-2,293-11.2%18,126$129.24KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2,100+5.5%40,324$287.51KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-1,567-3.4%44,620$318.15KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcSell-1,377-9.8%12,611$89.92KQ2 2026Aug 14, 2026
Element Wealth, LlcBuy+516+2.4%21,767$155.20KQ2 2026Aug 14, 2026
First Foundation AdvisorsSell-225-1.0%22,330$159.21KQ2 2026Aug 14, 2026
Ubs Group AgBuy+92,752+112.4%175,291$1.25MQ2 2026Aug 13, 2026
Virtu Financial LlcSell-10,415-41.0%14,998$107.00KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-8,628-11.3%67,614$482.09KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-7,276-14.7%42,228$301.08KQ2 2026Aug 13, 2026
Morgan StanleySell-2,882-0.4%770,928$5.50MQ2 2026Aug 13, 2026
Verity Asset Management, Inc.Sell-2,307-4.1%53,697$382.86KQ2 2026Aug 13, 2026
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Frequently asked questions about PFN activity

  • Which institutional owners are buying PFN?

    Institutional owners buying PFN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PFN activity?

    "Buy" means an investor increased their reported position in PFN compared to the prior reporting period. This reflects growing exposure to PIMCO INCOME STRATEGY FD II (PFN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PFN increasing?

    Institutional interest in PFN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.