PIMCO STRATEGIC INCOME FUND (RCS) Top Institutional Shareholders
PIMCO STRATEGIC INCOME FUND (RCS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $23.47M in RCS holdings during the latest filing period.
Medallion Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of RCS tracked by InsiderSet, reporting ownership valued at approximately $4.53M in its June 30, 2025 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.85M, representing an estimated loss of -15.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed RCS value among the investors covered in this analysis. Major shareholders include Medallion Wealth Advisors, Llc, Morgan Stanley, Benjamin Edwards Inc, and several other long-term asset managers with concentrated positions in PIMCO STRATEGIC INCOME FUND (RCS).
This page ranks the largest institutional RCS 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
62
Total Reported Value
$23.47M
Largest Holder
Medallion Wealth Advisors, Llc
Largest Position
$4.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
72
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Medallion Wealth Advisors, Llc | 0.32% | 703,951 | $4,531,556 | $3,850,612 | -$680,944 | -15.03% | |
| Morgan Stanley | 0.00% | 698,953 | $3,746,397 | $3,823,273 | +$76,876 | +2.05% | |
| Benjamin Edwards Inc | 0.02% | 450,393 | $2,413,987 | $2,463,650 | +$49,663 | +2.06% | |
| Independent Financial Group, Llc | 0.02% | 270,303 | $1,685,184 | $1,478,557 | -$206,627 | -12.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 289,620 | $1,552,360 | $1,584,221 | +$31,861 | +2.05% | |
| Lpl Financial Llc | 0.00% | 283,126 | $1,517,555 | $1,548,699 | +$31,144 | +2.05% | |
| Osaic Holdings, Inc. | 0.00% | 230,313 | $1,234,340 | $1,259,812 | +$25,472 | +2.06% | |
| Milestone Asset Management, Llc | 0.15% | 147,191 | $788,946 | $805,135 | +$16,189 | +2.05% | |
| Silver Oak Securities, Incorporated | 0.04% | 99,367 | $532,607 | $543,537 | +$10,930 | +2.05% | |
| Bravias Capital Group, Llc | 0.27% | 76,850 | $411,915 | $420,370 | +$8,455 | +2.05% | |
| Kestra Advisory Services, Llc | 0.00% | 73,106 | $391,846 | $399,890 | +$8,044 | +2.05% | |
| Mercer Global Advisors Inc | 0.00% | 71,650 | $384,044 | $391,926 | +$7,882 | +2.05% | |
| Keystone Financial Group | 0.02% | 62,463 | $334,800 | $341,673 | +$6,873 | +2.05% | |
| Cetera Investment Advisers | 0.00% | 53,824 | $288,496 | $294,417 | +$5,921 | +2.05% | |
| Mariner, Llc | 0.00% | 51,834 | $277,833 | $283,532 | +$5,699 | +2.05% | |
| Raymond James Financial Inc | 0.00% | 49,560 | $265,642 | $271,093 | +$5,451 | +2.05% | |
| Equitable Holdings, Inc. | 0.00% | 46,302 | $257,902 | $253,272 | -$4,630 | -1.80% | |
| Bank Of America Corp | 0.00% | 41,202 | $220,841 | $225,375 | +$4,534 | +2.05% | |
| Straight Path Wealth Management | 0.06% | 39,900 | $213,864 | $218,253 | +$4,389 | +2.05% | |
| Owen Larue, Llc | 0.07% | 33,448 | $179,281 | $182,961 | +$3,680 | +2.05% | |
| Mutual Advisors, Llc | 0.00% | 30,794 | $165,058 | $168,443 | +$3,385 | +2.05% | |
| Compound Planning, Inc. | 0.00% | 29,639 | $158,865 | $162,125 | +$3,260 | +2.05% | |
| Van Diest Capital, Llc | 0.11% | 25,292 | $135,568 | $138,347 | +$2,779 | +2.05% | |
| Ameritas Advisory Services, Llc | 0.01% | 24,909 | $133,512 | $136,252 | +$2,740 | +2.05% | |
| Kovack Advisors, Inc. | 0.01% | 23,575 | $129,388 | $128,955 | -$433 | -0.33% | |
| Clearbridge Investments, Llc | 0.00% | 22,376 | $119,935 | $122,397 | +$2,462 | +2.05% | |
| Focus Partners Wealth | 0.00% | 21,884 | $117,959 | $119,705 | +$1,746 | +1.48% | |
| Ubs Group Ag | 0.00% | 21,951 | $117,657 | $120,072 | +$2,415 | +2.05% | |
| Barnes Wealth Management Group, Inc | 0.06% | 20,875 | $111,890 | $114,186 | +$2,296 | +2.05% | |
| Hightower Advisors, Llc | 0.00% | 20,718 | $111,048 | $113,327 | +$2,279 | +2.05% | |
| Envestnet Asset Management Inc | 0.00% | 19,295 | $103,421 | $105,544 | +$2,123 | +2.05% | |
| Armstrong Advisory Group, Inc | 0.01% | 15,231 | $81,639 | $83,314 | +$1,675 | +2.05% | |
| Royal Bank Of Canada | 0.00% | 14,236 | $76,000 | $77,871 | +$1,871 | +2.46% | |
| Captrust Financial Advisors | 0.00% | 12,834 | $68,790 | $70,202 | +$1,412 | +2.05% | |
| Mra Advisory Group | 0.03% | 12,202 | $65,401 | $66,745 | +$1,344 | +2.05% | |
| Truist Financial Corp | 0.00% | 11,784 | $63,162 | $64,458 | +$1,296 | +2.05% | |
| Creative Planning | 0.00% | 10,854 | $58,177 | $59,371 | +$1,194 | +2.05% | |
| Mml Investors Services, Llc | 0.00% | 10,547 | $56,530 | $57,692 | +$1,162 | +2.06% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 10,233 | $54,849 | $55,975 | +$1,126 | +2.05% | |
| Keudell/Morrison Wealth Management | 0.01% | 10,000 | $53,600 | $54,700 | +$1,100 | +2.05% | |
| Harbour Investments, Inc. | 0.00% | 6,520 | $34,948 | $35,664 | +$716 | +2.05% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 5,772 | $30,938 | $31,573 | +$635 | +2.05% | |
| Fifth Third Bancorp | 0.00% | 5,295 | $28,381 | $28,964 | +$583 | +2.05% | |
| Corecap Advisors, Llc | 0.00% | 5,175 | $27,738 | $28,307 | +$569 | +2.05% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 4,330 | $23,209 | $23,685 | +$476 | +2.05% | |
| Main Street Group, Ltd | 0.01% | 4,170 | $22,351 | $22,810 | +$459 | +2.05% | |
| Ifp Advisors, Inc | 0.00% | 4,100 | $21,976 | $22,427 | +$451 | +2.05% | |
| Jones Financial Companies Lllp | 0.00% | 3,000 | $15,420 | $16,410 | +$990 | +6.42% | |
| Scarborough Advisors, Llc | 0.00% | 2,562 | $13,731 | $14,014 | +$283 | +2.06% | |
| Smallwood Wealth Investment Management, Llc | 0.01% | 2,324 | $12,461 | $12,712 | +$251 | +2.02% |
Frequently asked questions about RCS
Who owns the most RCS stock?
The largest holders of RCS 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 STRATEGIC INCOME FUND (RCS).
Is RCS widely held by superinvestors?
Many widely followed stocks like RCS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RCS 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.