Who owns Pimco Income Strategy Fund II?
- Ticker: PFN
- CUSIP Number: 72201J104
Tip: Access positions for across all investors
Analyze quarterly positions in Pimco Income Strategy Fund II with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Pimco Income Strategy Fund II stock
Who bought or sold Pimco Income Strategy Fund II this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Guggenheim Capital, LLC Managers | 1.5M | $10M | -13% | Mar 2026 |
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| LPL Financial | 1.2M | $8.4M | -7% | Mar 2026 |
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| Ameriprise Financial | 1.1M | $7.4M | -2% | Mar 2026 |
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| Rivernorth Capital Management | 838k | $5.8M | 4% | Mar 2026 |
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| Cohen & Steers Capital Management | 806k | $6.0M | 0% | Dec 2025 |
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| Morgan Stanley | 774k | $5.3M | -4% | Mar 2026 |
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| Invesco | 692k | $4.8M | 3% | Mar 2026 |
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| Wells Fargo & Company | 576k | $4.0M | -26% | Mar 2026 |
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| Bank of America Corporation | 401k | $2.8M | 100% | Mar 2026 |
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| Royal Bank of Canada | 378k | $2.6M | 577% | Mar 2026 |
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| Shaker Financial Services | 376k | $2.6M | 255% | Mar 2026 |
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| Concurrent Investment Advisors | 302k | $2.1M | -3% | Mar 2026 |
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| CoreCap Advisors | 247k | $1.7M | 1% | Mar 2026 |
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| Raymond James Financial | 207k | $1.6M | -56% | Dec 2025 |
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| Cetera Investment Advisers | 199k | $1.4M | 5% | Mar 2026 |
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| Horizon Kinetics Asset Management | 192k | $1.4M | 0% | Dec 2025 |
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| Jane Street | 187k | $1.3M | 142% | Mar 2026 |
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| Commonwealth Equity Services | 186k | $1.3M | -2% | Mar 2026 |
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| Private Trust Co Na | 174k | $1.2M | -10% | Mar 2026 |
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| Advisor Group Holdings | 151k | $1.1M | 60% | Dec 2025 |
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| Thrivent Financial for Lutherans | 137k | $943k | 18% | Mar 2026 |
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| Whipplewood Advisors | 136k | $939k | 2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 127k | $874k | -5% | Mar 2026 |
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| Envestnet Asset Management | 120k | $824k | 89% | Mar 2026 |
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| Stratos Wealth Partners | 119k | $822k | 17% | Mar 2026 |
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| Logan Stone Capital | 116k | $802k | 100% | Mar 2026 |
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| Keudell/Morrison Wealth Management | 109k | $750k | 16% | Mar 2026 |
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| Moors & Cabot | 106k | $729k | 2% | Mar 2026 |
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| Stifel Financial | 91k | $627k | -1% | Mar 2026 |
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| Kestra Advisory Services | 91k | $634k | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 88k | $607k | 3% | Mar 2026 |
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| UBS Group | 83k | $569k | -27% | Mar 2026 |
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| Simplicity Wealth | 80k | $554k | 0% | Mar 2026 |
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| Centaurus Financial | 80k | $552k | 0% | Mar 2026 |
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| Atomi Financial Group | 79k | $594k | 34% | Dec 2025 |
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| Rockefeller Capital Management | 76k | $525k | 3% | Mar 2026 |
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| Goss Wealth Management | 75k | $514k | -3% | Mar 2026 |
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| Independent Financial Group | 72k | $499k | 21% | Mar 2026 |
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| Noble Wealth Management PBC | 69k | $477k | 66% | Mar 2026 |
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| Main Street Financial Solutions | 57k | $429k | 0% | Dec 2025 |
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| Verity Asset Management | 56k | $386k | -17% | Mar 2026 |
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| Rs Crum | 56k | $384k | 0% | Mar 2026 |
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| Mallini Complete Financial Planning | 55k | $380k | 1% | Mar 2026 |
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| EverSource Wealth Advisors | 55k | $378k | -95% | Mar 2026 |
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| Apollon Wealth Management | 52k | $358k | 1% | Mar 2026 |
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| Shay Capital | 50k | $347k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 50k | $341k | -97% | Mar 2026 |
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| Pinnacle Financial Partners | 49k | $366k | 100% | Dec 2025 |
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| TrueMark Investments | 48k | $333k | 5% | Mar 2026 |
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| Sanctuary Advisors | 48k | $329k | 3% | Mar 2026 |
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| Cypress Capital Group | 47k | $325k | 0% | Mar 2026 |
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| Certified Advisory Corp | 44k | $303k | -5% | Mar 2026 |
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| Walled Lake Planning & Wealth Management | 41k | $285k | 49% | Mar 2026 |
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| Burford Brothers | 41k | $281k | 100% | Mar 2026 |
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| Ameritas Advisory Services | 38k | $263k | -7% | Mar 2026 |
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| Elm3 Financial Group | 38k | $260k | -1% | Mar 2026 |
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| TCG Advisory Services | 37k | $257k | -51% | Mar 2026 |
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| Addison Capital | 36k | $250k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 34k | $236k | 0% | Mar 2026 |
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| Vanguard Capital Wealth Advisors | 30k | $207k | 0% | Mar 2026 |
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| CWM | 29k | $220k | 0% | Dec 2025 |
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| HighTower Advisors | 29k | $200k | 6% | Mar 2026 |
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| WJ Financial Advisors | 29k | $199k | 0% | Mar 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 28k | $193k | -13% | Mar 2026 |
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| Gail Mannix | 27k | $186k | 8% | Mar 2026 |
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| Nomura Holdings | 26k | $181k | 100% | Mar 2026 |
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| Shufro Rose & Co | 26k | $181k | 0% | Mar 2026 |
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| Colony | 26k | $196k | 145% | Dec 2025 |
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| National Asset Management | 26k | $170k | -6% | Mar 2026 |
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| SeaCrest Wealth Management | 24k | $167k | -5% | Mar 2026 |
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| Sit Investment Associates | 23k | $157k | 100% | Mar 2026 |
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| First Foundation Advisors | 23k | $155k | 15% | Mar 2026 |
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| Element Wealth | 21k | $146k | 3% | Mar 2026 |
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| Two Sigma Securities | 20k | $141k | -38% | Mar 2026 |
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| Savvy Advisors | 19k | $133k | 0% | Mar 2026 |
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| Lido Advisors | 19k | $132k | 0% | Mar 2026 |
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| Pensionmark Financial Group | 19k | $131k | 0% | Mar 2026 |
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| Silver Oak Securities | 19k | $129k | -1% | Mar 2026 |
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| Morey & Quinn Wealth Partners | 18k | $122k | 0% | Mar 2026 |
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| Change Path | 17k | $120k | 14% | Mar 2026 |
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| Private Advisor | 16k | $112k | 0% | Mar 2026 |
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| Integrity Advisory Solutions | 16k | $108k | 14% | Mar 2026 |
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| Virtu Financial | 15k | $111k | 100% | Dec 2025 |
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| Summit Financial | 14k | $100k | -2% | Mar 2026 |
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| Boothbay Fund Management | 14k | $96k | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 14k | $94k | -7% | Mar 2026 |
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| Mariner Wealth Advisors | 13k | $92k | 100% | Mar 2026 |
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| Kovack Advisors | 12k | $85k | 100% | Mar 2026 |
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| Wealth Alliance Advisory Group | 12k | $83k | 0% | Mar 2026 |
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| Geneos Wealth Management | 11k | $78k | 0% | Mar 2026 |
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| Willner & Heller | 11k | $76k | 0% | Mar 2026 |
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| Amplius Wealth Advisors | 11k | $76k | 0% | Mar 2026 |
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| Gridiron Partners | 11k | $74k | -9% | Mar 2026 |
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| Johnson Investment Counsel | 11k | $72k | 100% | Mar 2026 |
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| Advisory Services Network | 10k | $77k | 3% | Dec 2025 |
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| Brian McDonald | 8.4k | $63k | 91% | Dec 2025 |
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| Fifth Third Bancorp | 7.7k | $53k | 100% | Mar 2026 |
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| Ameriflex Group | 7.6k | $57k | -50% | Dec 2025 |
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| Hollencrest Securities | 6.0k | $41k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 5.6k | $42k | 1% | Dec 2025 |
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| Sound Income Strategies | 4.8k | $33k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 4.5k | $31k | 3% | Mar 2026 |
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| Western Wealth Management | 4.1k | $28k | 100% | Mar 2026 |
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| Highline Wealth Partners | 3.7k | $26k | 0% | Mar 2026 |
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| Us Bancorp | 3.6k | $27k | 0% | Dec 2025 |
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| Golden State Equity Partners | 3.0k | $21k | 100% | Mar 2026 |
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| JNBA Financial Advisors | 2.8k | $19k | -2% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 2.6k | $18k | 0% | Mar 2026 |
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| Colonial Asset Management | 1.5k | $10k | 0% | Mar 2026 |
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| Harbour Investments | 1.5k | $10k | 7% | Mar 2026 |
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| Pnc Financial Services | 1.5k | $10k | 107% | Mar 2026 |
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| Salomon & Ludwin | 1.5k | $10k | 0% | Mar 2026 |
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| FNY Investment Advisers | 1.2k | $8.0k | 0% | Mar 2026 |
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| International Assets Investment Management | 1.0k | $6.9k | 0% | Mar 2026 |
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| Gs Investments | 1.0k | $6.9k | 0% | Mar 2026 |
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| Creative Financial Designs | 885.00 | $6.1k | 0% | Mar 2026 |
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| Union Bankshares | 600.00 | $4.1k | 0% | Mar 2026 |
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| Key FInancial | 548.00 | $3.8k | 0% | Mar 2026 |
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| Tower Research Capital | 64.00 | $480.000000 | 100% | Dec 2025 |
|
| Atlantic Trust | 31.00 | $232.999100 | 0% | Dec 2025 |
|
| FMR | 1.00 | $6.000000 | 100% | Dec 2025 |
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Who sold out of Pimco Income Strategy Fund II?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| J.w. Cole Advisors | Dec 2025 | 253k | $1.9M |
| Hrt Financial | Dec 2025 | 69k | $513k |
| Intl Fcstone | Dec 2025 | 26k | $195k |
| Aptus Capital Advisors | Dec 2025 | 23k | $172k |
| RMG Wealth Management | Dec 2025 | 18k | $230k |
| Baird Financial | Sep 2025 | 15k | $116k |
| Susquehanna International | Sep 2025 | 13k | $95k |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $92k |
| Koshinski Asset Management | Dec 2025 | 12k | $88k |
| Estate Planners Group | Dec 2025 | 4.7k | $36k |
| GPS Wealth Strategies Group | Sep 2025 | 4.1k | $31k |
| Turim 21 Investimentos | Dec 2025 | 2.4k | $18k |
| Luminist Capital | Dec 2025 | 751.00 | $5.6k |
| Murphy & Mullick Capital Management Corp | Dec 2025 | 500.00 | $3.8k |
| Mark Sheptoff Financial Planning | Dec 2025 | 300.00 | $3.1k |