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PFL on NYSE

PIMCO INCOME STRATEGY FUND

PIMCO INCOME STRATEGY FUND is a fund registered in the United States, based in Newport Beach, active since 2003.2 Its shares trade on NYSE under the symbol PFL.2

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Last updated Oct 21, 2026.

Overview

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  • TickerPFL on NYSE2
  • HeadquartersNewport Beach, United States2
  • Business address1633 Broadway, New York, Ny 100193
  • Legal formFUND2
  • Kind of organizationFund2
  • LEIUROCOLESWDN8T1Q8M1122
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O CORPORATION SERVICE COMPANY, 02109 Boston, United States2
  • Registered withSecurities and Exchange Commission, 00012441832

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Corporate structure

PIMCO INCOME STRATEGY FUND sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of PIMCO INCOME STRATEGY FUND

  • UBS Filed SC 13G/A on PIMCO INCOME STRATEGY FUND, latest Apr 17, 2024 (2 filings since Oct 3, 2023)
  • Bank of America Filed SC 13G/A on PIMCO INCOME STRATEGY FUND, latest Oct 4, 2023
  • PIMCO INCOME STRATEGY FUND Newport Beach, California, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led PIMCO INCOME STRATEGY FUND, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (68)

Subsidiaries and ownership

Fund manager

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Former names

  • PIMCO FLOATING RATE INCOME FUNDJun 20, 2003 to Feb 8, 20103

Timeline

  1. Jun 24, 20268-K Other events70
  2. Aug 20, 20248-K Other events71
  3. Sep 26, 20238-K Other events72
  4. Dec 2, 20228-K Other events73
  5. Mar 30, 20228-K Bylaws or fiscal year changed; Other events74
  6. Jun 19, 2003Founded PIMCO INCOME STRATEGY FUND is founded2

Filings

120 filings to the SEC since October 2021: 5 major events, 46 insider forms, 3 large holders, 66 other. The latest 20:

  1. Oct 14, 2026N-2 EDGAR
  2. Sep 14, 2026N-CEN EDGAR
  3. Sep 4, 2026N-CSR PIMCO INCOME STRATEGY FUND EDGAR
  4. Aug 31, 2026NPORT-P EDGAR
  5. Aug 26, 2026N-PX EDGAR
  6. Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
  7. Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
  8. Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
  9. Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
  10. Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
  11. Jun 24, 2026424B3 EDGAR
  12. Jun 24, 20268-K EDGAR
  13. May 29, 2026NPORT-P EDGAR
  14. Apr 10, 2026424B5 EDGAR
  15. Mar 5, 2026N-CSRS PIMCO INCOME STRATEGY FUND EDGAR
  16. Mar 2, 2026NPORT-P EDGAR
  17. Feb 2, 20263 PRIMARY DOCUMENT EDGAR
  18. Jan 30, 20263 PRIMARY DOCUMENT EDGAR
  19. Nov 26, 2025NPORT-P EDGAR
  20. Sep 25, 20253 PRIMARY DOCUMENT EDGAR

The 120 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

1 open-market trades by officers, directors and large owners since October 2021: 1 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Dec 11, 2023Vandecruze GraceDirectorBuy12,345$8.12$100.2KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 81. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Ameriprise Financial Inc886,431$7.0M0.0%+81,424
Guggenheim Capital LLC880,069$6.9M0.0%−74,960
Morgan Stanley594,857$4.7M0.0%+5,818
Independent Financial Group, LLC524,739$4.1M0.1%−25,416
LPL Financial LLC432,726$3.4M0.0%+12,841
Hohimer Wealth Management, LLC390,256$3.1M0.3%−45,011
Invesco Ltd.348,669$2.7M0.0%+17,228
GraniteShares Advisors LLC335,388$2.6M1.7%+43,900
Shaker Financial Services, LLC295,080$2.3M0.7%+251,849
Stifel Financial Corp281,194$2.2M0.0%+5,274
Cetera Investment Advisers254,097$2.0M0.0%+39,590
Royal Bank Of Canada246,959$1.9M0.0%+11,484
Osaic Holdings, Inc.224,184$1.8M0.0%−10,462
Bank Of America Corp /de/204,405$1.6M0.0%−784
Commonwealth Equity Services, LLC180,611$1.4M0.0%−17,188
Lido Advisors, LLC123,883$1.3M0.0%+105,068
Pinnacle Financial Partners, Inc.140,301$1.1M0.0%−655
Truist Financial Corp93,980$740.6K0.0%+1,568
Horizon Kinetics Asset Management LLC93,252$734.8K0.0%No change
NewEdge Advisors, LLC70,753$557.5K0.0%−8,897
Geneos Wealth Management Inc.65,719$517.9K0.0%+12,763
Raymond James Financial Inc62,209$490.2K0.0%+2,840
UBS Group AG60,248$474.8K0.0%+43,108
Wells Fargo & Company/mn60,134$473.9K0.0%−351,714
Cypress Capital Group58,213$458.7K0.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How PIMCO INCOME STRATEGY FUND is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARPIMCO INCOME STRATEGY FUND1
  • CIK0001244183
  • Fiscal year endsJune 301
  • Business address1633 Broadway, New York, NY 100191
  • Phone212-739-40001
  • On EDGAR sinceJun 20, 20031
  • Filings638 in all: 3 (193), 4 (31), N-Q (29), NPORT-P (28), 40-17G (27), DEF 14A (24), N-PX (24), N-CSR (23)1
    All 48 form types

    N-CSRS (23), SC 13D/A (21), SC 13G/A (20), 3/A (19), NSAR-A (15), CORRESP (14), NSAR-B (14), 497 (12), N-2/A (12), N-CEN (9), 424B3 (7), DEFA14A (7), N-2 (7), 4/A (6), 40-APP/A (6), 8-K (6), N-23C-2 (5), SC 13G (5), DFAN14A (4), EFFECT (4), PRE 14A (4), SC TO-I (4), SC TO-I/A (4), 424B5 (3), N-CSR/A (3), POS EX (3), PREC14A (3), 40-17G/A (2), 40-APP (2), 486BPOS (2), DEFC14A (2), SC 13D (2), SC TO-C (2), 40-6C (1), 8-A12B (1), CERTNYS (1), N-8A (1), N-CEN/A (1), NPORT-EX (1), PRRN14A (1)

  • Latest filingsProxy statement (DEF 14A) May 13, 2026
    Latest 8-K (8-K) Jun 24, 2026

Sources

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