PIMCO INCOME STRATEGY FD II (PFN) Institutional Shareholders
PIMCO INCOME STRATEGY FD II (PFN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $90.29M in PFN holdings during the latest filing period.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of PFN tracked by InsiderSet, reporting ownership valued at approximately $10.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.57M, representing an estimated gain of +2.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed PFN value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Lpl Financial Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in PIMCO INCOME STRATEGY FD II (PFN).
This page ranks the largest institutional PFN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
119
Total Reported Value
$90.29M
Largest Holder
Guggenheim Capital Llc
Largest Position
$10.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
136
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.08% | 1,493,412 | $10,289,609 | $10,573,357 | +$283,748 | +2.76% | |
| Lpl Financial Llc | 0.00% | 1,225,853 | $8,446,128 | $8,679,039 | +$232,911 | +2.76% | |
| Ameriprise Financial Inc | 0.00% | 1,071,858 | $7,376,267 | $7,588,755 | +$212,488 | +2.88% | |
| Rivernorth Capital Management, Llc | 0.29% | 838,080 | $5,774,371 | $5,933,606 | +$159,235 | +2.76% | |
| Morgan Stanley | 0.00% | 773,810 | $5,331,551 | $5,478,575 | +$147,024 | +2.76% | |
| Invesco Ltd. | 0.00% | 692,318 | $4,770,071 | $4,901,611 | +$131,540 | +2.76% | |
| Wells Fargo & Company/Mn | 0.00% | 576,176 | $3,969,854 | $4,079,326 | +$109,472 | +2.76% | |
| Shaker Financial Services, Llc | 1.05% | 464,551 | $3,344,393 | $3,289,021 | -$55,372 | -1.66% | |
| Bank Of America Corp | 0.00% | 400,642 | $2,760,426 | $2,836,545 | +$76,119 | +2.76% | |
| Royal Bank Of Canada | 0.00% | 378,002 | $2,605,000 | $2,676,254 | +$71,254 | +2.74% | |
| Raymond James Financial Inc | 0.00% | 302,963 | $2,087,414 | $2,144,978 | +$57,564 | +2.76% | |
| J.W. Cole Advisors, Inc. | 0.03% | 258,574 | $1,843,634 | $1,830,704 | -$12,930 | -0.70% | |
| Corecap Advisors, Llc | 0.05% | 245,845 | $1,752,875 | $1,740,583 | -$12,292 | -0.70% | |
| Cetera Investment Advisers | 0.00% | 198,548 | $1,367,997 | $1,405,720 | +$37,723 | +2.76% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 191,463 | $1,319,177 | $1,355,558 | +$36,381 | +2.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 182,349 | $1,300,150 | $1,291,031 | -$9,119 | -0.70% | |
| Jane Street Group, Llc | 0.00% | 186,732 | $1,286,583 | $1,322,063 | +$35,480 | +2.76% | |
| Concurrent Investment Advisors, Llc | 0.01% | 163,098 | $1,162,889 | $1,154,734 | -$8,155 | -0.70% | |
| Osaic Holdings, Inc. | 0.00% | 166,341 | $1,146,073 | $1,177,694 | +$31,621 | +2.76% | |
| Private Trust Co Na | 0.09% | 158,006 | $1,126,584 | $1,118,682 | -$7,902 | -0.70% | |
| Whipplewood Advisors, Llc | 0.64% | 134,055 | $955,812 | $949,109 | -$6,703 | -0.70% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 126,899 | $874,334 | $898,445 | +$24,111 | +2.76% | |
| Envestnet Asset Management Inc | 0.00% | 119,529 | $823,555 | $846,265 | +$22,710 | +2.76% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 119,350 | $822,322 | $844,998 | +$22,676 | +2.76% | |
| Keudell/Morrison Wealth Management | 0.15% | 113,772 | $811,196 | $805,506 | -$5,690 | -0.70% | |
| Logan Stone Capital, Llc | 0.22% | 116,449 | $802,334 | $824,459 | +$22,125 | +2.76% | |
| Moors & Cabot, Inc. | 0.03% | 105,732 | $728,493 | $748,583 | +$20,090 | +2.76% | |
| Kestra Advisory Services, Llc | 0.00% | 93,514 | $666,751 | $662,079 | -$4,672 | -0.70% | |
| Stifel Financial Corp | 0.00% | 91,059 | $627,390 | $644,698 | +$17,308 | +2.76% | |
| Xtx Topco Ltd | 0.01% | 88,227 | $607,884 | $624,647 | +$16,763 | +2.76% | |
| Independent Financial Group, Llc | 0.01% | 81,243 | $579,263 | $575,200 | -$4,063 | -0.70% | |
| Ubs Group Ag | 0.00% | 82,539 | $568,694 | $584,376 | +$15,682 | +2.76% | |
| Simplicity Wealth,Llc | 0.03% | 80,427 | $554,142 | $569,423 | +$15,281 | +2.76% | |
| Compound Planning, Inc. | 0.02% | 80,375 | $553,781 | $569,055 | +$15,274 | +2.76% | |
| Rockefeller Capital Management L.P. | 0.00% | 76,242 | $525,310 | $539,793 | +$14,483 | +2.76% | |
| Noble Wealth Management Pbc | 0.22% | 68,662 | $489,560 | $486,127 | -$3,433 | -0.70% | |
| Mallini Complete Financial Planning Llc | 0.29% | 56,195 | $400,676 | $397,861 | -$2,815 | -0.70% | |
| Verity Asset Management, Inc. | 0.16% | 56,004 | $385,872 | $396,508 | +$10,636 | +2.76% | |
| Rs Crum Inc. | 0.07% | 55,750 | $384,118 | $394,710 | +$10,592 | +2.76% | |
| Apollon Wealth Management, Llc | 0.00% | 52,223 | $372,347 | $369,739 | -$2,608 | -0.70% | |
| Truemark Investments, Llc | 0.04% | 49,909 | $355,851 | $353,356 | -$2,495 | -0.70% | |
| Shay Capital Llc | 0.05% | 50,420 | $347,394 | $356,974 | +$9,580 | +2.76% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 49,504 | $341,080 | $350,488 | +$9,408 | +2.76% | |
| Sanctuary Advisors, Llc | 0.00% | 47,678 | $328,501 | $337,560 | +$9,059 | +2.76% | |
| Cypress Capital Group | 0.04% | 47,157 | $324,912 | $333,872 | +$8,960 | +2.76% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 46,187 | $318,257 | $327,004 | +$8,747 | +2.75% | |
| Walled Lake Planning & Wealth Management, Llc | 0.07% | 41,300 | $294,469 | $292,404 | -$2,065 | -0.70% | |
| Burford Brothers, Inc. | 0.11% | 40,760 | $290,619 | $288,581 | -$2,038 | -0.70% | |
| Hub Investment Partners, Llc | 0.01% | 38,773 | $276,452 | $274,513 | -$1,939 | -0.70% | |
| Ameritas Advisory Services, Llc | 0.01% | 38,224 | $263,366 | $270,626 | +$7,260 | +2.76% |
Frequently asked questions about PFN
Who owns the most PFN stock?
The largest holders of PFN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO INCOME STRATEGY FD II (PFN).
Is PFN widely held by superinvestors?
Many widely followed stocks like PFN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.