Sound View Wealth Advisors Group, LLC
Position in PCN — Pimco Corporate & Income Strategy Fund
CIK 1784777
SAVANNAH, GA
Position in PCN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$144,869
+$606 QoQ
Shares Held
12,123
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#82
of 119 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $8,120,665 across 14 Asset Management names. PCN ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
218,106 | $2,353,363 | |
| 2 | BLK |
BlackRock, Inc.
|
1,424 | $1,369,261 | |
| 3 | BX |
Blackstone Inc.
|
7,423 | $873,464 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $783,665 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,758 | $560,225 | |
| 6 | TPG |
TPG Inc.
|
11,815 | $479,098 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,179 | $342,632 | |
| 8 | NTRS |
Northern Trust Corp
|
1,557 | $270,668 |
All Filings in PCN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,869 | 12,123 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $144,263 | 12,123 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $154,689 | 12,123 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $162,205 | 12,123 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $153,840 | 12,123 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $165,478 | 12,123 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $162,690 | 12,123 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $172,025 | 12,123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $160,144 | 12,123 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $169,358 | 12,123 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $223,826 | 18,036 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $219,498 | 18,036 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $238,405 | 18,185 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $228,039 | 18,185 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $213,726 | 18,036 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $230,040 | 18,185 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $286,231 | 18,185 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $311,145 | 18,185 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $328,057 | 18,185 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $340,059 | 18,185 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $314,964 | 18,185 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $313,509 | 18,185 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $283,867 | 18,185 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $287,686 | 18,185 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $242,587 | 18,185 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||