# PIMCO INCOME STRATEGY FD (PFL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFL/

- Reporting holders: 5
- Reported value: $537.3K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $258.5K | 37,462 | 0.1% | 7 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $132.8K | 19,252 | 0.1% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $76.0K | 11,008 | 0.0% | 19 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $69.0K | 10,000 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0K | 149 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $537.3K |
| Q2 2026 | 83 | $66.7M |
| Q1 2026 | 86 | $73.7M |
| Q4 2025 | 78 | $65.4M |
| Q3 2025 | 73 | $58.8M |
| Q2 2025 | 75 | $63.1M |
| Q1 2025 | 71 | $62.8M |
| Q4 2024 | 69 | $49.3M |
| Q3 2024 | 60 | $45.7M |
| Q2 2024 | 60 | $37.4M |
| Q1 2024 | 61 | $41.1M |
| Q4 2023 | 64 | $36.3M |

