5 institutions reported holding $2.7M of PIMCO INCOME STRATEGY FD II COM (PFN) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($1.8M), Noble Wealth Management PBC ($489,560), Mallini Complete Financial Planning LLC ($400,676), WILLNER & HELLER, LLC ($78,506), FNY Investment Advisers, LLC ($8,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $1.8M | 245,845 | Trimmed |
| 2 | Noble Wealth Management PBC | $489,560 | 68,662 | Trimmed |
| 3 | Mallini Complete Financial Planning LLC | $400,676 | 56,195 | Added |
| 4 | WILLNER & HELLER, LLC | $78,506 | 11,011 | Hold |
| 5 | FNY Investment Advisers, LLC | $8,000 | 1,200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30