PFL PIMCO INCOME STRATEGY FUND

Ownership history in CENTAURUS FINANCIAL, INC.  ·  26 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. reported a position in PIMCO INCOME STRATEGY FUND (PFL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2025 Q1)
Avg. % of fund
0.09%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 253,640 -99,844 -28.2% 0.10% $2.1M $8.19
2025 Q3 REDUCED 353,484 -4,486 -1.3% 0.14% $3.0M $8.04
2025 Q2 ADDED 357,970 +18,759 +5.5% 0.17% $3.0M $7.65
2025 Q1 ADDED 339,211 +28,981 +9.3% 0.18% $2.9M $7.66
2024 Q4 ADDED 310,230 +80,611 +35.1% 0.16% $2.6M $7.25
2024 Q3 ADDED 229,619 +79,458 +52.9% 0.13% $2.0M $7.21
2024 Q2 ADDED 150,161 +70,996 +89.7% 0.08% $1.2M $6.65
2024 Q1 ADDED 79,165 +3,823 +5.1% 0.05% $671K $6.73
2023 Q1 REDUCED 75,342 -5,424 -6.7% 0.05% $613K $5.72
2022 Q4 ADDED 80,766 +6,700 +9.0% 0.06% $655K $5.55
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% of Fund (quarterly)    PFL price (monthly, adj. close)
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