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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

PIMCO Income Strategy Fund II logo
$7.08 -0.01 (-0.07%)
Closing price 03:58 PM Eastern
Extended Trading
$7.07 -0.01 (-0.21%)
As of 07:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Income Strategy Fund II (NYSE:PFN)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$38.36M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$26.32M
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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
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%
5/18/2026 EverSource 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%
5/6/2026 Independent Financial Group LLC72,433$499K0.0%N/A0.000%
5/1/2026Fifth 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%
3/17/2026Rockefeller 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 J.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%
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2/9/2026Smith Chas P & Associates PA Cpas32,151$241K0.0%N/A0.000%
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%
2/4/2026World 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%
1/29/2026 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%
1/20/2026Stratos 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%
1/15/2026Silver 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%
1/8/2026Gridiron 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%
11/20/2025Centaurus 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%
11/13/2025 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%
11/12/2025Choreo LLC43,174$329K0.0%+4.1%0.000%
11/10/2025Compound 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%
11/6/2025WJ Financial Advisors LLC30,881$234K0.2%N/A0.000%
11/5/2025Financial 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%
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11/5/2025 Envestnet Asset Management Inc.392,987$2.98M0.0%+5.8%0.000%
11/3/2025Addison Capital Co49,014$372K0.1%-5.3%0.000%
10/30/2025 TrueMark Investments LLC44,181$335K0.1%N/A0.000%
10/22/2025 CoreCap Advisors LLC240,290$1.82M0.1%+2.7%0.000%
10/22/2025Semus 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%
10/14/2025Gridiron 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 98 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 5,182,406 shares in the last 24 months. This purchase volume represents approximately $38.36M in transactions.

Of the 30 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 3,598,917 shares in the last 24 months. This volume of shares sold represents approximately $26.32M in transactions.


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This page (NYSE:PFN) was last updated on 8/4/2026 by MarketBeat.com Staff.
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