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Pimco Income Strategy Fund II shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Pimco Income Strategy Fund II (PFN) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Pimco Income Strategy Fund II

Tip: Access up to 7 years of quarterly data

All positions including Pimco Income Strategy Fund II held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Income Strategy Fund II by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $573k 78k 7.39
2024-06-30 $134k 19k 7.17
2023-12-31 $76k 11k 7.23

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View all positions for Keudell/Morrison Wealth Management

Top funds holding Pimco Income Strategy Fund II

Rivernorth Capital Management
Guggenheim Capital, LLC Managers
LPL Financial
EverSource Wealth Advisors
Ameriprise Financial
Cohen & Steers Capital Management
Invesco
Raymond James Financial
Wells Fargo & Company
Gridiron Partners
Morgan Stanley
Envestnet Asset Management
Centaurus Financial
Consolidated Portfolio Review Corp
Thomas J. Herzfeld Advisors

View all funds holding Pimco Income Strategy Fund II