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Pimco Income Strategy Fund II shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Pimco Income Strategy Fund II (PFN) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Pimco Income Strategy Fund II

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All positions including Pimco Income Strategy Fund II held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 11k 7.59
2025-06-30 $80k 11k 7.39
2025-03-31 $81k 11k 7.54
2024-12-31 $80k 11k 7.45

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View all positions for Pensionmark Financial Group

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