PIMCO INCOME STRATEGY FUND (PFL) Institutional Ownership Changes & 13F Activity

PIMCO INCOME STRATEGY FUND (PFL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pinnacle Financial Partners, Inc., Navis Wealth Advisors, Llc, Shaker Financial Services, Llc, Cetera Investment Advisers, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-4,557-1.1%411,848$3.29MQ1 2026Jul 08, 2026
Western Wealth Management, LlcSell-1,557-8.5%16,788$134.31KQ1 2026May 19, 2026
Newedge Advisors, LlcSell-11,000-12.1%79,650$79.65KQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+740+0.3%254,380$2.04MQ1 2026May 18, 2026
Bank Of America CorpBuy+201+0.1%205,189$1.64MQ1 2026May 18, 2026
Navis Wealth Advisors, LlcBuy+68,651—68,651$549.21KQ1 2026May 15, 2026
Morgan StanleyBuy+35,174+6.4%589,039$4.71MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+32,669+16.1%235,475$1.88MQ1 2026May 15, 2026
Guggenheim Capital LlcSell-28,027-2.9%955,029$7.64MQ1 2026May 15, 2026
Shay Capital LlcBuy+10,100—10,100$80.80KQ1 2026May 15, 2026
Barclays PlcBuy+8,000—8,000$64.00KQ1 2026May 15, 2026
National Bank Of CanadaBuy+5,608+48.7%17,113$136.56KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+1,839+0.8%234,646$1.88MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+648—648$5.18KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+635—635$4.90KQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+354+1.7%20,959$167.67KQ1 2026May 15, 2026
Osbon Capital Management LlcBuy+326—326$2.61KQ1 2026May 15, 2026
Pinnacle Financial Partners, Inc.Buy+125,858+833.6%140,956$1.13MQ1 2026May 14, 2026
Stonex Group Inc.Sell-20,020-50.2%19,878$160.60KQ1 2026May 14, 2026
Raymond James Financial IncBuy+3,316+5.9%59,369$474.95KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-655-78.6%178$1.43KQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+41,040+23.7%214,507$1.72MQ1 2026May 13, 2026
Mariner, LlcSell-2,487-17.9%11,376$91.01KQ1 2026May 13, 2026
Scotia Capital Inc.Sell-174-1.5%11,574$92.59KQ1 2026May 13, 2026
Shaker Financial Services, LlcBuy+43,231—43,231$345.85KQ1 2026May 12, 2026
Jane Street Group, LlcBuy+25,768+205.4%38,315$306.52KQ1 2026May 12, 2026
Stifel Financial CorpBuy+20,195+7.9%275,920$2.21MQ1 2026May 12, 2026
Kingsview Wealth Management, LlcBuy+539+2.9%18,951$151.61KQ1 2026May 12, 2026
Integrity Advisory Solutions, LlcBuy+10,803—10,803$86.42KQ1 2026May 11, 2026
Integrity Alliance, Llc.Sell-397-2.7%14,327$114.62KQ1 2026May 11, 2026
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Frequently asked questions about PFL activity

  • Which institutional owners are buying PFL?

    Institutional owners buying PFL 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 PFL activity?

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

  • Is institutional interest in PFL increasing?

    Institutional interest in PFL 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.