DOSSIER · 13F Holders · Q1 2026
PIPNX

PIMCO INCOME I3

2 institutions still hold PIMCO INCOME I3 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72202E393·2 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
2
filers reporting
Concentration
76.52%
LIBERTY WEALTH MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported PIPNX in Q1 2026. LIBERTY WEALTH MANAGEMENT LLC leads at 76.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LIBERTY WEALTH MANAGEMENT LLC
CIK 0001769302
$5M425K0.57%Q1 2026
02
NBT BANK N A /NY
CIK 0000898413
$1M130K0.09%Q2 2026