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PIMCO Income Strategy Fund II (PFN) Institutional Ownership

PIMCO Income Strategy Fund II logo
$6.32 +0.03 (+0.40%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$6.29 -0.03 (-0.51%)
As of 10/9/2026 08:00 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)
65
Total
Institutional Inflows
(last 12 months)
$42.27M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$25.86M
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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
10/8/2026CoreCap Advisors LLC255,770$1.60M0.0%+4.0%0.000%
10/7/2026Elm3 Financial Group LLC29,233$182K0.1%-5.7%0.000%
10/1/2026 Noble Wealth Management PBC65,544$409K0.2%-4.5%0.000%
9/11/2026Smith Chas P & Associates PA Cpas26,254$187K0.0%-6.5%0.000%
9/9/2026NewEdge Advisors LLC71,627$511K0.0%-4.0%0.000%
8/23/2026Ameritas Advisory Services LLC40,324$288K0.0%+5.5%0.000%
8/22/2026Advisory Solutions Group LLC98,930$705K0.2%N/A0.000%
8/22/2026Concurrent Investment Advisors LLC163,098$1.16M0.0%-46.0%0.000%
8/20/2026Susquehanna International Group LLP223,785$1.60M0.0%+760.8%0.000%
8/20/2026Rivernorth Capital Management LLC819,721$5.85M0.3%-2.2%0.000%
8/20/2026Two Sigma Securities LLC18,126$129K0.0%-11.2%0.000%
8/20/2026IMC Chicago LLC84,734$604K0.0%N/A0.000%
8/20/2026Northwestern Mutual Wealth Management Co.75,212$536K0.0%-40.7%0.000%
8/18/2026Centaurus Financial Inc.81,925$584K0.0%N/A0.000%
8/17/2026Bank of America Corp DE313,942$2.24M0.0%N/A0.000%
8/13/2026Sanctuary Advisors LLC49,133$350K0.0%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.75,212$536K0.0%N/A0.000%
8/11/2026Allworth Financial LP5,757$41K0.0%N/A0.000%
8/8/2026Main Street Financial Solutions LLC58,678$418K0.0%+10.0%0.000%
8/7/2026Simplicity Wealth LLC171,386$1.22M0.0%N/A0.000%
8/6/2026IMC Chicago LLC84,734$604K0.0%N/A0.000%
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%
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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%
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%
1/13/2026CoreCap 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%
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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%
11/13/2025SeaCrest 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%


PFN Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 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 ($5.85M).Learn more on PIMCO Income Strategy Fund II's institutional investors.

Of the 97 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), Bank of America Corp DE ($614.54K), Rivernorth Capital Management LLC ($548.40K), Guggenheim Capital LLC ($474.34K), Gridiron Partners LLC ($446.31K), and Wells Fargo & Company MN ($383.24K).

Institutional investors have bought a total of 5,753,797 shares in the last 24 months. This purchase volume represents approximately $42.27M in transactions.

Of the 26 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 ($1.18M), EverSource Wealth Advisors LLC ($1.01M), Gridiron Partners LLC ($434.40K), Noble Wealth Management PBC ($259.30K), Northwestern Mutual Wealth Management Co. ($148.33K), Guggenheim Capital LLC ($146.71K), and Concurrent Investment Advisors LLC ($138.90K).

Institutional investors have sold a total of 3,545,722 shares in the last 24 months. This volume of shares sold represents approximately $25.86M in transactions.


Related Companies

Institutional ownership data for NYSE:PFN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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