PFN

Pimco Income Strategy Fd Ii

-$23.2M

Net Activity

Institutions Holding

121

Popularity Rank

#4066

Avg Weight

0.04%

Total Value

$97.4M

Ownership Trend

121 institutions currently hold PFN, with 54 net buyers and 46 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

46

Net Buying Institutions

54

Key Holders

Key Holders

Top 5 by Value

GC
Guggenheim Capital LLC
$10.3M
LF
LPL Financial LLC
$8.4M
AF
Ameriprise Financial INC
$7.4M
RC
Rivernorth Capital Management, LLC
$5.8M
C&
Cohen & Steers, INC.
$5.6M

Top 5 by Conviction

SF
Shaker Financial Services, LLC
0.91%
WA
Whipplewood Advisors, LLC
0.49%
MC
Mallini Complete Financial Planning LLC
0.30%
RC
Rivernorth Capital Management, LLC
0.29%
NW
Noble Wealth Management PBC
0.24%
View all 121 holding institutions

Quarterly Activity

Recent Activity

+$40.4M

Total Buy Value

$84.2M

Total Sell Value

New buy14
Trim34
Add40
Sold out12

54

Net Buyers

46

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PIMCO INCOME STRATEGY FD II (PFN)?
Major stakeholders currently include Guggenheim Capital LLC ($10.3M), LPL Financial LLC ($8.4M), Ameriprise Financial INC ($7.4M). Based on the latest 13F filings, there are a total of 121 tracked investment funds and institutions maintaining positions in PFN.
What is the overall institutional sentiment toward PFN recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $23.2M, driven by 54 managers accumulating shares while 46 reduced their exposure.
Which institutions have been selling or reducing their PFN positions?
In the latest period, 34 funds trimmed their holdings, and 12 managers completely exited their positions. The aggregate reported sell value was $84.2M.
Are there any notable investors adding PFN to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $40.4M.

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