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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

PIMCO Income Strategy Fund II logo
$6.98 -0.01 (-0.07%)
Closing price 05/29/2026 03:59 PM Eastern
Extended Trading
$6.98 0.00 (0.00%)
As of 05/29/2026 04:10 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.
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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)
$41.01M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$26.77M
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Skip Chart & View Institutional Buying and Selling Data

PFN Institutional Buying and Selling by Quarter

PIMCO Income Strategy Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC4,069$28K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE400,642$2.76M0.0%+243.4%0.000%
5/18/2026 EverSource Wealth Advisors LLC54,843$378K0.0%-94.9%0.000%
5/18/2026 Rivernorth Capital Management LLC838,080$5.77M0.3%+4.3%0.000%
5/18/2026 Royal Bank of Canada378,002$2.61M0.0%+404.2%0.000%
5/13/2026 Cetera Investment Advisers198,548$1.37M0.0%+4.8%0.000%
5/6/2026 Independent Financial Group LLC72,433$499K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp7,740$53K0.0%N/A0.000%
5/1/2026 Walled Lake Planning & Wealth Management LLC41,300$285K0.1%+48.6%0.000%
4/30/2026 Whipplewood Advisors LLC136,256$939K0.5%+1.7%0.000%
4/27/2026 Burford Brothers Inc.40,760$281K0.1%N/A0.000%
4/20/2026 TrueMark Investments LLC48,268$333K0.1%+5.3%0.000%
4/20/2026 Keudell Morrison Wealth Management108,906$750K0.2%+16.2%0.000%
4/17/2026 Certified Advisory Corp43,941$303K0.0%-4.7%0.000%
3/17/2026 Rockefeller Capital Management L.P.74,117$556K0.0%-2.4%0.000%
3/13/2026 World Investment Advisors18,938$142K0.0%+75.7%0.000%
2/23/2026 Virtu Financial LLC14,770$111K0.0%N/A0.000%
2/19/2026 Compound Planning Inc.79,160$594K0.0%+34.5%0.000%
2/19/2026 Invesco Ltd.674,383$5.06M0.0%-2.3%0.000%
2/18/2026 Ameriflex Group Inc.7,602$57K0.0%-50.0%0.000%
2/18/2026 Rivernorth Capital Management LLC803,507$6.03M0.3%-59.0%0.000%
2/17/2026 Guggenheim Capital LLC1,707,807$12.81M0.1%-7.9%0.000%
2/17/2026 Cetera Investment Advisers189,394$1.42M0.0%+17.0%0.000%
2/17/2026 Osaic Holdings Inc.151,184$1.14M0.0%+60.0%0.000%
2/17/2026 Royal Bank of Canada74,971$563K0.0%+34.3%0.000%
2/13/2026 CreativeOne Wealth LLC15,225$114K0.0%+37.5%0.000%
2/13/2026 Kestra Advisory Services LLC92,318$692K0.0%+25.0%0.000%
2/13/2026 Stifel Financial Corp92,341$693K0.0%+4.8%0.000%
2/13/2026 Wells Fargo & Company MN782,179$5.87M0.0%+67.1%0.000%
2/13/2026 Summit Financial LLC14,762$112K0.0%+28.7%0.000%
2/12/2026 Jane Street Group LLC77,014$578K0.0%+65.4%0.000%
2/12/2026 HRT Financial LP68,462$513K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC189,546$1.42M0.0%-8.8%0.000%
2/12/2026 StoneX Group Inc.26,046$195K0.0%N/A0.000%
2/12/2026 Steward Partners Investment Advisory LLC1,479,247$11.09M0.1%+39,179.0%0.000%
2/11/2026 LPL Financial LLC1,314,714$9.86M0.0%+0.6%0.000%
2/11/2026 J.W. Cole Advisors Inc.252,698$1.90M0.0%-6.8%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.133,598$1.00M0.0%-13.9%0.000%
2/10/2026 Moors & Cabot Inc.103,698$778K0.0%+26.7%0.000%
2/9/2026 Smith Chas P & Associates PA Cpas32,151$241K0.0%N/A0.000%
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2/9/2026 Integrity Advisory Solutions LLC13,762$103K0.0%+16.6%0.000%
2/6/2026 EverSource Wealth Advisors LLC1,065,739$7.99M0.3%+0.6%0.000%
2/6/2026 Keudell Morrison Wealth Management93,690$703K0.1%N/A0.000%
2/4/2026 World Investment Advisors18,938$142K0.0%+75.7%0.000%
2/2/2026 WJ Financial Advisors LLC28,881$217K0.2%-6.5%0.000%
2/2/2026 Addison Capital Co36,264$272K0.1%-26.0%0.000%
1/30/2026 Verity Asset Management Inc.67,746$508K0.2%+9.2%0.000%
1/30/2026 Simplicity Wealth LLC80,427$603K0.0%N/A0.000%
1/29/2026Comerica Bank8,356$63K0.0%+91.0%0.000%
1/29/2026 Sanctuary Advisors LLC46,339$348K0.0%+4.7%0.000%
1/29/2026 Concurrent Investment Advisors LLC311,998$2.34M0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC105,800$794K0.3%N/A0.000%
1/22/2026 Elm3 Financial Group LLC37,890$284K0.2%-11.2%0.000%
1/20/2026 Savvy Advisors Inc.19,347$145K0.0%N/A0.000%
1/20/2026 Stratos Wealth Partners LTD.101,678$763K0.0%-36.0%0.000%
1/15/2026 Highline Wealth Partners LLC3,730$28K0.0%+1,030.3%0.000%
1/15/2026 Silver Oak Securities Incorporated18,852$141K0.0%N/A0.000%
1/14/2026 TrueMark Investments LLC45,820$344K0.1%+3.7%0.000%
1/13/2026 CoreCap Advisors LLC244,065$1.83M0.1%+1.6%0.000%
1/8/2026 Gridiron Partners LLC11,907$89K0.1%-97.3%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC12,371$92K0.0%N/A0.000%
1/5/2026 Noble Wealth Management PBC41,683$313K0.2%-86.0%0.000%
11/20/2025 Centaurus Financial Inc.374,078$2.84M0.1%+4.9%0.000%
11/18/2025 Advisory Services Network LLC9,949$76K0.0%N/A0.000%
11/17/2025 NewEdge Advisors LLC78,362$595K0.0%+3.7%0.000%
11/17/2025 Verity Asset Management Inc.62,050$471K0.2%+430.6%0.000%
11/17/2025 Susquehanna International Group LLP12,455$95K0.0%N/A0.000%
11/17/2025 Northwestern Mutual Wealth Management Co.155,191$1.18M0.0%-32.6%0.000%
11/17/2025 Moors & Cabot Inc.81,816$621K0.0%+49.8%0.000%
11/17/2025 Bank of America Corp DE106,821$811K0.0%+4.4%0.000%
11/17/2025 Ameriprise Financial Inc.889,980$6.72M0.0%+17.4%0.000%
11/14/2025 Raymond 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%
11/13/2025 Invesco Ltd.689,926$5.24M0.0%+2.9%0.000%
11/13/2025 UBS Group AG80,072$608K0.0%-6.0%0.000%
11/13/2025 CreativeOne Wealth LLC11,075$84K0.0%N/A0.000%
11/13/2025 Ameriflex Group Inc.15,204$115K0.0%+100.0%0.000%
11/13/2025 HUB Investment Partners LLC72,451$550K0.0%-7.3%0.000%
11/12/2025 Integrity Advisory Solutions LLC11,800$90K0.0%N/A0.000%
11/12/2025 Consolidated Portfolio Review Corp320,266$2.43M0.3%-14.1%0.000%
11/12/2025 Choreo LLC43,174$329K0.0%+4.1%0.000%
11/10/2025 Compound Planning Inc.58,870$447K0.0%+13.7%0.000%
11/10/2025 EverSource Wealth Advisors LLC1,059,166$8.04M0.3%+4.2%0.000%
11/10/2025 Clear Creek Financial Management LLC48,404$367K0.0%-3.0%0.000%
11/7/2025Synovus Financial Corp47,230$359K0.0%+7.3%0.000%
11/6/2025 WJ Financial Advisors LLC30,881$234K0.2%N/A0.000%
11/5/2025 Financial Alternatives Inc14,955$114K0.1%-13.1%0.000%
11/5/2025 J.W. Cole Advisors Inc.271,058$2.06M0.0%+5.6%0.000%
11/5/2025 Envestnet Asset Management Inc.392,987$2.98M0.0%+5.8%0.000%
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11/3/2025 Addison Capital Co49,014$372K0.1%-5.3%0.000%
10/30/2025 TrueMark Investments LLC44,181$335K0.1%N/A0.000%
10/22/2025 CoreCap Advisors LLC240,290$1.82M0.1%+2.7%0.000%
10/22/2025 Semus Wealth Partners LLC15,347$116K0.1%-37.5%0.000%
10/21/2025 Elm3 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%
10/17/2025 Apollon Wealth Management LLC50,488$383K0.0%+15.7%0.000%
10/14/2025 Gridiron 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%
9/4/2025 Osaic Holdings Inc.251,168$1.86M0.0%-12.9%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 EverSource Wealth Advisors LLC ($341.28K).

Institutional investors have bought a total of 5,541,683 shares in the last 24 months. This purchase volume represents approximately $41.01M 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 3,659,384 shares in the last 24 months. This volume of shares sold represents approximately $26.77M in transactions.


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This page (NYSE:PFN) was last updated on 5/31/2026 by MarketBeat.com Staff.
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