Filing Research | PIMCO CORPORATE & INCM STRG FD COM Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Noble Wealth Management PBC	Shares	349.6KSH	$4.2M
2	Smith Asset Management Co., LLC	Shares	242.4KSH	$2.9M
3	Prospera Financial Services Inc	Shares	205.9KSH	$2.5M
4	Vision Retirement, LLC	Shares	94.2KSH	$1.1M
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	70.8KSH	$843.2K
6	Cyndeo Wealth Partners, LLC	Shares	70.0KSH	$836.5K
7	Shaker Financial Services, LLC	Shares	50.6KSH	$610.0K
8	LongView Wealth Management	Shares	34.8KSH	$415.4K
9	J.W. COLE ADVISORS, INC.	Shares	27.4KSH	$327.0K
10	Apollon Wealth Management, LLC	Shares	26.8KSH	$319.9K
11	Rathbones Group PLC	Shares	24.5KSH	$292.8K
12	NWAM LLC	Shares	20.7KSH	$246.9K
13	ShoreHaven Wealth Partners, LLC	Shares	20.0KSH	$239.0K
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	18.7KSH	$223.5K
15	First Heartland Consultants, Inc.	Shares	14.8KSH	$176.3K
16	Symphony Financial Services, Inc.	Shares	13.6KSH	$162.3K
17	Wealthcare Advisory Partners LLC	Shares	12.0KSH	$143.2K
18	CoreCap Advisors, LLC	Shares	11.1KSH	$132.9K
19	PFG Investments, LLC	Shares	10.1KSH	$120.3K
20	Benchmark Financial, LLC	Shares	10.0KSH	$119.5K
21	MAIMON WEALTH MANAGEMENT LTD.	Shares	10.0KSH	$119.5K
22	LANARK FINANCIAL, INC.	Shares	9.2KSH	$109.9K
23	Farther Finance Advisors, LLC	Shares	7.1KSH	$84.1K
24	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.1KSH	$24.7K
25	PFS Partners, LLC	Shares	1.5KSH	$17.9K
26	TOMPKINS FINANCIAL CORP	Shares	729SH	$8.7K
27	SALEM INVESTMENT COUNSELORS INC	Shares	700SH	$8.4K
28	HIGHLINE WEALTH PARTNERS LLC	Shares	500SH	$6.0K
29	Spire Wealth Management	Shares	500SH	$6.0K
30	Triumph Capital Management	Shares	400SH	$4.8K
31	JFS WEALTH ADVISORS, LLC	Shares	70SH	$845
32	FNY Investment Advisers, LLC	Shares	1.0KSH	$11

Manager changes2026-06-30 vs 2026-03-31

37 / 37 loaded

#		Instrument
1	Shaker Financial Services, LLC new	Shares	+50.6K	+$610.0K	$610.0K
2	J.W. COLE ADVISORS, INC. new	Shares	+27.4K	+$327.0K	$327.0K
3	Noble Wealth Management PBC added	Shares	+9.9K	+$135.3K	$4.2M
4	Prospera Financial Services Inc added	Shares	+6.4K	+$86.4K	$2.5M
5	SALEM INVESTMENT COUNSELORS INC new	Shares	+700	+$8.4K	$8.4K
6	Wealthcare Advisory Partners LLC added	Shares	+507	+$6.6K	$143.2K
7	MAIMON WEALTH MANAGEMENT LTD. unchanged	Shares	0	+$4.5K	$119.5K
8	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$3.5K	$836.5K
9	LANARK FINANCIAL, INC. added	Shares	+200	+$2.8K	$109.9K
10	Farther Finance Advisors, LLC added	Shares	+261	+$2.2K	$84.1K
11	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+48	+$1.5K	$223.5K
12	Apollon Wealth Management, LLC unchanged	Shares	0	+$1.3K	$319.9K
13	ShoreHaven Wealth Partners, LLC unchanged	Shares	0	+$1.0K	$239.0K
14	JFS WEALTH ADVISORS, LLC new	Shares	+70	+$845	$845
15	First Heartland Consultants, Inc. unchanged	Shares	0	+$737	$176.3K
16	CoreCap Advisors, LLC unchanged	Shares	0	+$556	$132.9K
17	Benchmark Financial, LLC unchanged	Shares	0	+$500	$119.5K
18	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$103	$24.7K
19	PFS Partners, LLC unchanged	Shares	0	+$75	$17.9K
20	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$37	$8.7K
21	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$25	$6.0K
22	Spire Wealth Management unchanged	Shares	0	+$25	$6.0K
23	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$11
24	Triumph Capital Management unchanged	Shares	0	-$25	$4.8K
25	Decker Retirement Planning Inc. exited	Shares	-200	-$2.4K	$0
26	SIGNATUREFD, LLC exited	Shares	-210	-$2.5K	$0
27	Key FInancial Inc exited	Shares	-312	-$3.7K	$0
28	Symphony Financial Services, Inc. trimmed	Shares	-394	-$4.0K	$162.3K
29	GHP Investment Advisors, Inc. exited	Shares	-1.0K	-$11.9K	$0
30	Smith Asset Management Co., LLC trimmed	Shares	-2.1K	-$12.3K	$2.9M
31	NWAM LLC trimmed	Shares	-3.1K	-$35.4K	$246.9K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-3.0K	-$44.3K	$843.2K
33	Vision Retirement, LLC trimmed	Shares	-4.4K	-$48.0K	$1.1M
34	PFG Investments, LLC trimmed	Shares	-8.5K	-$100.2K	$120.3K
35	LongView Wealth Management trimmed	Shares	-10.2K	-$124.7K	$415.4K
36	Blue Trust, Inc. exited	Shares	-12.7K	-$151.7K	$0
37	Rathbones Group PLC trimmed	Shares	-24.5K	-$290.3K	$292.8K