CUSIP 72201J104COMPFNQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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119 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Guggenheim Capital LLC | 1.71M | $12.81M | −146.7K | Reduced |
| 2 | Steward Partners Investment Advisory, LLC | 1.48M | $11.09M | +1.48M | Added |
| 3 | Lpl Financial LLC | 1.31M | $9.86M | +7.7K | Added |
| 4 | Ameriprise Financial Inc | 1.09M | $8.18M |
| +200.6K |
| Added |
| 5 | Eversource Wealth Advisors, LLC | 1.07M | $7.99M | +6.6K | Added |
| 6 | Morgan Stanley | 806.1K | $6.05M | +156.7K | Added |
| 7 | Rivernorth Capital Management, LLC | 803.5K | $6.03M | −1.16M | Reduced |
| 8 | Wells Fargo & Company/Mn | 782.2K | $5.87M | +314.1K | Added |
| 9 | Invesco Ltd. | 674.4K | $5.06M | −15.5K | Reduced |
| 10 | Concurrent Investment Advisors, LLC | 312.0K | $2.34M | +312.0K | New |
See every fund holding Pimco Income Strategy Fd II, with full quarter-over-quarter share changes.
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