PIMCO CORPORATE & INCOME STRATEGY FUND (PCN) — Institutional Holders, Q2 2026 (page 2)
119 institutional investment managers reported a PCN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $149.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 119. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PCN 13F holders ranked 101–119 of 119
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | MPWM ADVISORY SOLUTIONS#101 · 3,500 sh | 3,500 | $41.8K | 0.02% | New |
| 102 | BOK Financial Private Wealth#102 · 3,412 sh | 3,412 | $41.2K | <0.01% | 0.0% |
| 103 | Integrated Wealth Concepts#103 · 2,666 sh | 2,666 | $31.9K | <0.01% | New |
| 104 | HARBOR INVESTMENT ADVISORY#104 · 2,071 sh | 2,071 | $24.7K | — | 0.0% |
| 105 | HOLLENCREST SECURITIES#105 · 1,835 sh | 1,835 | $21.9K | <0.01% | 0.0% |
| 106 | HARBOUR INVESTMENTS#106 · 1,804 sh | 1,804 | $21.6K | <0.01% | -6.0% |
| 107 | PFS Partners#107 · 1,500 sh | 1,500 | $17.9K | — | 0.0% |
| 108 | Axiom Investment Management#108 · 1,199 sh | 1,199 | $14.3K | <0.01% | 0.0% |
| 109 | Clearstead Advisors#109 · 1,155 sh | 1,155 | $13.8K | <0.01% | 0.0% |
| 110 | FNY Investment Advisers#110 · 1,000 sh | 1,000 | $11.0K | — | 0.0% |
| 111 | Strategic Wealth Partners, Ltd.#111 · 800 sh | 800 | $9.6K | <0.01% | 0.0% |
| 112 | TOMPKINS FINANCIAL#112 · 729 sh | 729 | $8.7K | — | 0.0% |
| 113 | SALEM INVESTMENT COUNSELORS#113 · 700 sh | 700 | $8.4K | — | New |
| 114 | Spire Wealth Management#114 · 500 sh | 500 | $6.0K | <0.01% | 0.0% |
| 115 | HIGHLINE WEALTH PARTNERS#115 · 500 sh | 500 | $6.0K | — | 0.0% |
| 116 | Triumph Capital Management#116 · 400 sh | 400 | $4.8K | — | 0.0% |
| 117 | SHP Wealth Management#117 · 125 sh | 125 | $1.5K | <0.01% | +228.9% |
| 118 | JFS WEALTH ADVISORS#118 · 70 sh | 70 | $845.00 | 0.00% | New |
| 119 | Kingdom Financial Group#119 · 1 sh | 1 | $9.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.