13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
PFL

PIMCO INCOME STRATEGY FD

93 institutions still hold PIMCO INCOME STRATEGY FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201H108·93 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$55M
77.0% inst. owned
of float
Holders
93
-77 QoQ
filers reporting
Activity
+15 / −89
+879 added · −693 reduced
this quarter
Concentration
13.90%
GUGGENHEIM CAPITAL LLC #1
top holder share
AI Holders Summary · Q1 2026

93 institutions reported PFL in Q1 2026. GUGGENHEIM CAPITAL LLC leads at 13.9% of the visible book. -77 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$8M955K0.06%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M805K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$5M589K0.00%Q1 202604
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$4M550K0.10%Q1 202605
HOHIMER WEALTH MANAGEMENT, LLC
CIK 0001802533
$3M435K0.41%Q1 202606
LPL Financial LLC
CIK 0001403438
$3M420K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M412K0.00%Q1 202608
Invesco Ltd.
CIK 0000914208
$3M331K0.00%Q1 202609
GraniteShares Advisors LLC
CIK 0001839545
$2M291K1.68%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$2M276K0.00%Q1 202611
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$2M254K0.10%Q4 202512
ROYAL BANK OF CANADA
CIK 0001000275
$2M235K0.00%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M235K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$2M215K0.00%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M205K0.00%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M198K0.00%Q1 202617
Pinnacle Financial Partners, Inc.
CIK 0002082866
$1M141K0.01%Q1 202618
PINNACLE FINANCIAL PARTNERS INC
CIK 0001115055
$1M118K0.02%Q3 202519
HORIZON KINETICS ASSET MANAGEMENT LLC
CIK 0001056823
$746,01693K0.01%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$739,29592K0.00%Q1 2026
Page 1 of 5
73 more holders available. Log in →