PFN

PIMCO INCOME STRATEGY FD II

Institutional Ownership · Q4 2025

Filing: Q4 2025

PIMCO INCOME STRATEGY FD II (PFN) is held by 115 institutional investors with combined holdings of $116M. Major holders include GUGGENHEIM CAPITAL LLC, Steward Partners Investme, LPL Financial LLC.

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Institutional Holders

115

Total Value

$116.3M

Ownership %

15.7%

🏦 Top Institutional Holders

GUGGENHEIM CAPITAL LLC

1.7M shares

$12.8M

1.73% ownership

Steward Partners Investment Advisory, LLC

AMERIPRISE FINANCIAL INC

1.1M shares

$8.2M

1.11% ownership

EverSource Wealth Advisors, LLC

1.1M shares

$8.0M

1.08% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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