# Pimco Income Strategy Fund: overview

PFL · NYSE · CIK 1244183 · [Other](/sectors/other.md) · fiscal year ends Jun 30

Pages: [Overview](/companies/pfl.md) · [Financials](/companies/pfl/financials.md) · [Filings](/companies/pfl/filings.md) · [Insiders](/companies/pfl/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/pfl/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2014-04-11 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 2,400 | $11.79 | $28.3k | [Form 4](/filings/0001140361-14-028090.md) |
| 2014-04-11 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Purchase (P) | 2,400 | $11.79 | $28.3k | [Form 4](/filings/0001140361-14-028090.md) |
| 2014-04-11 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 1,600 | $11.78 | $18.8k | [Form 4](/filings/0001140361-14-028090.md) |
| 2014-04-11 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Purchase (P) | 1,600 | $11.78 | $18.8k | [Form 4](/filings/0001140361-14-028090.md) |
| 2013-12-20 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 600 | $11.32 | $6.8k | [Form 4](/filings/0001140361-14-028090.md) |
| 2013-12-20 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Purchase (P) | 600 | $11.32 | $6.8k | [Form 4](/filings/0001140361-14-028090.md) |
| 2013-05-14 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 207 | $13.47 | $2.8k | [Form 4](/filings/0001140361-14-028090.md) |
| 2013-05-14 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 493 | $13.46 | $6.6k | [Form 4](/filings/0001140361-14-028090.md) |
| 2013-05-14 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 3,300 | $13.45 | $44.4k | [Form 4](/filings/0001140361-14-028090.md) |
| 2011-03-29 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 232 | $12.21 | $2.8k | [Form 4](/filings/0000932440-11-000572.md) |
| 2011-03-29 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 90 | $12.20 | $1.1k | [Form 4](/filings/0000932440-11-000572.md) |
| 2011-03-29 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 282 | $12.19 | $3.4k | [Form 4](/filings/0000932440-11-000572.md) |
| 2011-03-29 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 322 | $12.18 | $3.9k | [Form 4](/filings/0000932440-11-000572.md) |
| 2011-03-29 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Purchase (P) | 604 | $12.41 | $7.5k | [Form 4](/filings/0000932440-11-000572.md) |
| 2011-03-29 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Purchase (P) | 322 | $12.40 | $4.0k | [Form 4](/filings/0000932440-11-000572.md) |
| 2011-02-28 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 155 | $12.48 | $1.9k | [Form 4](/filings/0000932440-11-000570.md) |
| 2011-02-28 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Purchase (P) | 155 | $12.26 | $1.9k | [Form 4](/filings/0000932440-11-000570.md) |
| 2010-08-27 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 2,000 | $11.36 | $22.7k | [Form 4](/filings/0000932440-11-000350.md) |
| 2010-08-27 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Purchase (P) | 2,000 | $11.39 | $22.8k | [Form 4](/filings/0000932440-11-000350.md) |
| 2010-05-21 | [Bank of America Corp](/insiders/70858.md) | 10% owner | Sale (S) | 600 | $10.41 | $6.2k | [Form 4](/filings/0000932440-11-000350.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [AMERIPRISE FINANCIAL INC](/funds/820027.md) | 2026-06-30 | $7.0m | 886,431 |  | Added +81,424 |
| [GUGGENHEIM CAPITAL LLC](/funds/1283072.md) | 2026-06-30 | $6.9m | 880,069 |  | Reduced −74,960 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $4.7m | 594,857 |  | Added +5,818 |
| [INDEPENDENT FINANCIAL GROUP, LLC](/funds/275484.md) | 2026-06-30 | $4.1m | 524,739 |  | Reduced −25,416 |
| [LPL Financial LLC](/funds/1403438.md) | 2026-06-30 | $3.4m | 432,726 |  | Added +12,841 |
| [HOHIMER WEALTH MANAGEMENT, LLC](/funds/1802533.md) | 2026-06-30 | $3.1m | 390,256 |  | Reduced −45,011 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $2.7m | 348,669 |  | Added +17,228 |
| [GraniteShares Advisors LLC](/funds/1839545.md) | 2026-06-30 | $2.6m | 335,388 |  | Added +43,900 |
| [Shaker Financial Services, LLC](/funds/1511794.md) | 2026-06-30 | $2.3m | 295,080 |  | Added +251,849 |
| [STIFEL FINANCIAL CORP](/funds/720672.md) | 2026-06-30 | $2.2m | 281,194 |  | Added +5,274 |

## Recent filings

[All 421 filings](/companies/pfl/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-06-24 | 16:04 ET | [8-K](/filings/0001193125-26-281031.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-281031 |
| 2024-08-20 | 17:12 ET | [8-K](/filings/0001193125-24-203732.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-24-203732 |
| 2023-09-26 | 17:22 ET | [8-K](/filings/0001193125-23-242602.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-23-242602 |
| 2022-12-02 | 06:43 ET | [8-K](/filings/0001193125-22-297040.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-22-297040 |
| 2022-03-30 | 17:09 ET | [8-K](/filings/0001193125-22-090017.md) | 5.03 Amendment to articles or bylaws; 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-22-090017 |
| 2014-11-06 | 16:18 ET | [SC 13D/A](/filings/0000919574-14-006075.md) | Ownership report, active investor, amended | 0000919574-14-006075 |
| 2014-09-19 | 18:19 ET | [SC 13D/A](/filings/0000919574-14-005280.md) | Ownership report, active investor, amended | 0000919574-14-005280 |
| 2014-09-18 | 17:01 ET | [8-K](/filings/0001193125-14-345742.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-14-345742 |
| 2014-08-21 | 15:53 ET | [SC 13D/A](/filings/0000919574-14-004921.md) | Ownership report, active investor, amended | 0000919574-14-004921 |
| 2014-06-11 | 11:39 ET | [SC 13D/A](/filings/0000919574-14-003697.md) | Ownership report, active investor, amended | 0000919574-14-003697 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1244183
- Tickers: PFL
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: not reported
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 26, 2026, 06:03 ET. No prices; not investment advice.