DOSSIER · 13F Holders · Q2 2026
PFL

PIMCO INCOME STRATEGY FD

91 institutions still hold PIMCO INCOME STRATEGY FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201H108·91 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$55M
visible holders
Holders
91
filers reporting
Concentration
12.78%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

91 institutions reported PFL in Q2 2026. AMERIPRISE FINANCIAL INC leads at 12.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M886K0.00%Q2 2026
02
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$7M880K0.04%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$5M595K0.00%Q2 2026
04
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M525K0.08%Q2 2026
05
HOHIMER WEALTH MANAGEMENT, LLC
CIK 0001802533
$3M435K0.41%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$3M433K0.00%Q2 2026
07
Invesco Ltd.
CIK 0000914208
$3M349K0.00%Q2 2026
08
GraniteShares Advisors LLC
CIK 0001839545
$3M335K1.70%Q2 2026
09
Shaker Financial Services, LLC
CIK 0001511794
$2M295K0.74%Q2 2026
10
STIFEL FINANCIAL CORP
CIK 0000720672
$2M281K0.00%Q2 2026
11
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$2M254K0.10%Q4 2025
12
Cetera Investment Advisers
CIK 0001666741
$2M254K0.00%Q2 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$2M247K0.00%Q2 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M224K0.00%Q2 2026
15
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M204K0.00%Q2 2026
16
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M181K0.00%Q2 2026
17
Lido Advisors, LLC
CIK 0001650150
$1M124K0.00%Q2 2026
18
Pinnacle Financial Partners, Inc.
CIK 0002082866
$1M140K0.01%Q2 2026
19
PINNACLE FINANCIAL PARTNERS INC
CIK 0001115055
$1M118K0.02%Q3 2025
20
TRUIST FINANCIAL CORP
CIK 0000092230
$741K94K0.00%Q2 2026
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Insiders at PIMCO INCOME STRATEGY FD
Ubs Group AgVandecruze GraceGallagher Bradford KBrigade Leveraged Capital Structures Fund Ltd.Gross William HRappaport Alan