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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +77,639 | +65.0% | 197,168 | $1.41M | Q2 2026 | Sep 23, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -1,815 | -6.5% | 26,254 | $187.19K | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Buy | +35,795 | — | 35,795 | $255.22K | Q2 2026 | Sep 02, 2026 |
| Centaurus Financial, Inc. | Buy | +1,798 | +2.2% | 81,925 | $584.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,138,750 | — | 1,138,750 | $8.12M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +741,884 | — | 741,884 | $5.29M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +197,789 | +760.8% | 223,785 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -161,647 | -86.6% | 25,085 | $178.86K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -86,700 | -21.6% | 313,942 | $2.24M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +62,422 | +10.8% | 638,598 | $4.55M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +42,842 | +25.8% | 209,183 | $1.49M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +24,395 | — | 24,395 | $173.94K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -23,854 | -6.3% | 354,148 | $2.52M | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Sell | -18,359 | -2.2% | 819,721 | $5.84M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +16,000 | +11.7% | 153,000 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Sell | -15,078 | -17.1% | 73,149 | $521.55K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +13,694 | +4.5% | 316,657 | $2.26M | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Sell | -6,300 | -24.0% | 20,000 | $142.60K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Sell | -2,293 | -11.2% | 18,126 | $129.24K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,100 | +5.5% | 40,324 | $287.51K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -1,567 | -3.4% | 44,620 | $318.15K | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Sell | -1,377 | -9.8% | 12,611 | $89.92K | Q2 2026 | Aug 14, 2026 |
| Element Wealth, Llc | Buy | +516 | +2.4% | 21,767 | $155.20K | Q2 2026 | Aug 14, 2026 |
| First Foundation Advisors | Sell | -225 | -1.0% | 22,330 | $159.21K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +92,752 | +112.4% | 175,291 | $1.25M | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Sell | -10,415 | -41.0% | 14,998 | $107.00K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -8,628 | -11.3% | 67,614 | $482.09K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -7,276 | -14.7% | 42,228 | $301.08K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -2,882 | -0.4% | 770,928 | $5.50M | Q2 2026 | Aug 13, 2026 |
| Verity Asset Management, Inc. | Sell | -2,307 | -4.1% | 53,697 | $382.86K | Q2 2026 | Aug 13, 2026 |
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.
Related PFN Institutional Insights
- PFN Overview
- PFN 13F Institutional Holders
- PFN Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PFN Insider Trading & SEC Form 4 Activity
- PFN Articles
- Top Institutional Investor Stock Rankings