Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free PFN Stock Alerts

PIMCO Income Strategy Fund II (PFN) Institutional Ownership

PIMCO Income Strategy Fund II logo
$7.14 +0.04 (+0.49%)
Closing price 03:59 PM Eastern
Extended Trading
$7.14 0.00 (0.00%)
As of 05:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund II (NYSE:PFN)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$40.89M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$26.78M
Get PFN Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO Income Strategy Fund II stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFN Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund II Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC74,609$514K0.0%-3.2%0.000%
5/19/2026Western Wealth Management LLC4,069$28K0.0%N/A0.000%
5/19/2026Bank of America Corp DE400,642$2.76M0.0%+243.4%0.000%
5/18/2026EverSource Wealth Advisors LLC54,843$378K0.0%-94.9%0.000%
5/18/2026Rivernorth Capital Management LLC838,080$5.77M0.3%+4.3%0.000%
5/18/2026Royal Bank of Canada378,002$2.61M0.0%+404.2%0.000%
5/13/2026Cetera Investment Advisers198,548$1.37M0.0%+4.8%0.000%
5/6/2026Independent Financial Group LLC72,433$499K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp7,740$53K0.0%N/A0.000%
5/1/2026Walled Lake Planning & Wealth Management LLC41,300$285K0.1%+48.6%0.000%
4/30/2026Whipplewood Advisors LLC136,256$939K0.5%+1.7%0.000%
4/27/2026Burford Brothers Inc.40,760$281K0.1%N/A0.000%
4/20/2026TrueMark Investments LLC48,268$333K0.1%+5.3%0.000%
4/20/2026Keudell Morrison Wealth Management108,906$750K0.2%+16.2%0.000%
4/17/2026Certified Advisory Corp43,941$303K0.0%-4.7%0.000%
3/17/2026Rockefeller Capital Management L.P.74,117$556K0.0%-2.4%0.000%
3/13/2026World Investment Advisors18,938$142K0.0%+75.7%0.000%
2/23/2026Virtu Financial LLC14,770$111K0.0%N/A0.000%
2/19/2026Compound Planning Inc.79,160$594K0.0%+34.5%0.000%
2/19/2026Invesco Ltd.674,383$5.06M0.0%-2.3%0.000%
2/18/2026Ameriflex Group Inc.7,602$57K0.0%-50.0%0.000%
2/18/2026Rivernorth Capital Management LLC803,507$6.03M0.3%-59.0%0.000%
2/17/2026Guggenheim Capital LLC1,707,807$12.81M0.1%-7.9%0.000%
2/17/2026Cetera Investment Advisers189,394$1.42M0.0%+17.0%0.000%
2/17/2026Osaic Holdings Inc.151,184$1.14M0.0%+60.0%0.000%
2/17/2026Royal Bank of Canada74,971$563K0.0%+34.3%0.000%
2/13/2026CreativeOne Wealth LLC15,225$114K0.0%+37.5%0.000%
2/13/2026Kestra Advisory Services LLC92,318$692K0.0%+25.0%0.000%
2/13/2026Stifel Financial Corp92,341$693K0.0%+4.8%0.000%
2/13/2026Wells Fargo & Company MN782,179$5.87M0.0%+67.1%0.000%
2/13/2026Summit Financial LLC14,762$112K0.0%+28.7%0.000%
2/12/2026Jane Street Group LLC77,014$578K0.0%+65.4%0.000%
2/12/2026HRT Financial LP68,462$513K0.0%N/A0.000%
2/12/2026Commonwealth Equity Services LLC189,546$1.42M0.0%-8.8%0.000%
2/12/2026StoneX Group Inc.26,046$195K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC1,479,247$11.09M0.1%+39,179.0%0.000%
2/11/2026LPL Financial LLC1,314,714$9.86M0.0%+0.6%0.000%
2/11/2026J.W. Cole Advisors Inc.252,698$1.90M0.0%-6.8%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.133,598$1.00M0.0%-13.9%0.000%
2/10/2026Moors & Cabot Inc.103,698$778K0.0%+26.7%0.000%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
2/9/2026Smith Chas P & Associates PA Cpas32,151$241K0.0%N/A0.000%
2/9/2026Integrity Advisory Solutions LLC13,762$103K0.0%+16.6%0.000%
2/6/2026EverSource Wealth Advisors LLC1,065,739$7.99M0.3%+0.6%0.000%
2/6/2026Keudell Morrison Wealth Management93,690$703K0.1%N/A0.000%
2/4/2026World Investment Advisors18,938$142K0.0%+75.7%0.000%
2/2/2026WJ Financial Advisors LLC28,881$217K0.2%-6.5%0.000%
2/2/2026Addison Capital Co36,264$272K0.1%-26.0%0.000%
1/30/2026Verity Asset Management Inc.67,746$508K0.2%+9.2%0.000%
1/30/2026Simplicity Wealth LLC80,427$603K0.0%N/A0.000%
1/29/2026Comerica Bank8,356$63K0.0%+91.0%0.000%
1/29/2026Sanctuary Advisors LLC46,339$348K0.0%+4.7%0.000%
1/29/2026Concurrent Investment Advisors LLC311,998$2.34M0.0%N/A0.000%
1/26/2026Shaker Financial Services LLC105,800$794K0.3%N/A0.000%
1/22/2026Elm3 Financial Group LLC37,890$284K0.2%-11.2%0.000%
1/20/2026Savvy Advisors Inc.19,347$145K0.0%N/A0.000%
1/20/2026Stratos Wealth Partners LTD.101,678$763K0.0%-36.0%0.000%
1/15/2026Highline Wealth Partners LLC3,730$28K0.0%+1,030.3%0.000%
1/15/2026Silver Oak Securities Incorporated18,852$141K0.0%N/A0.000%
1/14/2026TrueMark Investments LLC45,820$344K0.1%+3.7%0.000%
1/13/2026 CoreCap Advisors LLC244,065$1.83M0.1%+1.6%0.000%
1/8/2026Gridiron Partners LLC11,907$89K0.1%-97.3%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC12,371$92K0.0%N/A0.000%
1/5/2026 Noble Wealth Management PBC41,683$313K0.2%-86.0%0.000%
11/20/2025Centaurus Financial Inc.374,078$2.84M0.1%+4.9%0.000%
11/18/2025Advisory Services Network LLC9,949$76K0.0%N/A0.000%
11/17/2025NewEdge Advisors LLC78,362$595K0.0%+3.7%0.000%
11/17/2025Verity Asset Management Inc.62,050$471K0.2%+430.6%0.000%
11/17/2025Susquehanna International Group LLP12,455$95K0.0%N/A0.000%
11/17/2025Northwestern Mutual Wealth Management Co.155,191$1.18M0.0%-32.6%0.000%
11/17/2025Moors & Cabot Inc.81,816$621K0.0%+49.8%0.000%
11/17/2025Bank of America Corp DE106,821$811K0.0%+4.4%0.000%
11/17/2025Ameriprise Financial Inc.889,980$6.72M0.0%+17.4%0.000%
11/14/2025Raymond James Financial Inc.468,370$3.56M0.0%+4.7%0.000%
11/14/2025Comerica Bank4,375$33K0.0%+45.8%0.000%
11/13/2025 SeaCrest Wealth Management LLC25,714$196K0.0%+9.0%0.000%
11/13/2025Invesco Ltd.689,926$5.24M0.0%+2.9%0.000%
11/13/2025UBS Group AG80,072$608K0.0%-6.0%0.000%
11/13/2025CreativeOne Wealth LLC11,075$84K0.0%N/A0.000%
11/13/2025Ameriflex Group Inc.15,204$115K0.0%+100.0%0.000%
11/13/2025HUB Investment Partners LLC72,451$550K0.0%-7.3%0.000%
11/12/2025Integrity Advisory Solutions LLC11,800$90K0.0%N/A0.000%
11/12/2025Consolidated Portfolio Review Corp320,266$2.43M0.3%-14.1%0.000%
11/12/2025Choreo LLC43,174$329K0.0%+4.1%0.000%
11/10/2025Compound Planning Inc.58,870$447K0.0%+13.7%0.000%
11/10/2025EverSource Wealth Advisors LLC1,059,166$8.04M0.3%+4.2%0.000%
11/10/2025Clear Creek Financial Management LLC48,404$367K0.0%-3.0%0.000%
11/7/2025Synovus Financial Corp47,230$359K0.0%+7.3%0.000%
11/6/2025WJ Financial Advisors LLC30,881$234K0.2%N/A0.000%
11/5/2025Financial Alternatives Inc14,955$114K0.1%-13.1%0.000%
11/5/2025J.W. Cole Advisors Inc.271,058$2.06M0.0%+5.6%0.000%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
11/5/2025Envestnet Asset Management Inc.392,987$2.98M0.0%+5.8%0.000%
11/3/2025Addison Capital Co49,014$372K0.1%-5.3%0.000%
10/30/2025TrueMark Investments LLC44,181$335K0.1%N/A0.000%
10/22/2025 CoreCap Advisors LLC240,290$1.82M0.1%+2.7%0.000%
10/22/2025Semus Wealth Partners LLC15,347$116K0.1%-37.5%0.000%
10/21/2025Elm3 Financial Group LLC42,690$324K0.3%+4.9%0.000%
10/20/2025 Mallini Complete Financial Planning LLC53,873$409K0.3%+5.9%0.000%
10/17/2025Apollon Wealth Management LLC50,488$383K0.0%+15.7%0.000%
10/14/2025Gridiron Partners LLC446,306$3.39M0.3%+4,006.2%0.000%
10/7/2025Sonora Investment Management Group LLC15,300$116K0.0%-46.6%0.000%


PFN Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of PIMCO Income Strategy Fund II. The most heavily invested institutionals were Guggenheim Capital LLC ($12.81M), Steward Partners Investment Advisory LLC ($11.09M), LPL Financial LLC ($9.86M), Ameriprise Financial Inc. ($6.72M), Cohen & Steers Inc. ($6.01M), Wells Fargo & Company MN ($5.87M), and Rivernorth Capital Management LLC ($5.77M).Learn more on PIMCO Income Strategy Fund II's institutional investors.

Of the 99 institutional investors that purchased PIMCO Income Strategy Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Steward Partners Investment Advisory LLC ($1.48M), Raymond James Financial Inc. ($945.89K), Rivernorth Capital Management LLC ($548.40K), Guggenheim Capital LLC ($474.34K), Gridiron Partners LLC ($446.31K), Wells Fargo & Company MN ($383.24K), and Noble Wealth Management PBC ($331.74K).

Institutional investors have bought a total of 5,524,573 shares in the last 24 months. This purchase volume represents approximately $40.89M in transactions.

Of the 34 institutional investors that sold PIMCO Income Strategy Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($1.16M), EverSource Wealth Advisors LLC ($1.01M), Gridiron Partners LLC ($434.40K), Noble Wealth Management PBC ($256.19K), Northwestern Mutual Wealth Management Co. ($171.46K), Guggenheim Capital LLC ($146.71K), and Stratos Wealth Partners LTD. ($57.09K).

Institutional investors have sold a total of 3,661,852 shares in the last 24 months. This volume of shares sold represents approximately $26.78M in transactions.


Related Companies

This page (NYSE:PFN) was last updated on 7/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel