DOSSIER · 13F Holders · Q4 2025
PONAX

PIMCO FDS INCOME FD CL A

5 institutions still hold PIMCO FDS INCOME FD CL A as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201F474·5 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$259K
visible holders
Holders
5
filers reporting
Concentration
86.77%
Motiv8 Investments LLC #1
top holder share
AI Holders Summary · Q4 2025

5 institutions reported PONAX in Q4 2025. Motiv8 Investments LLC leads at 86.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Motiv8 Investments LLC
CIK 0002024873
$225K21K0.12%Q4 2025
02
Estabrook Capital Management
CIK 0001344717
$31K3K0.00%Q2 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$3K2610.00%Q1 2026
04
Financial Gravity Companies, Inc.
CIK 0001377167
$300.00%Q2 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$300.00%Q1 2026
Insiders at PIMCO FDS INCOME FD CL A
Duron S Coleman Trust