INDEPENDENT FINANCIAL GROUP, LLC
Position in PCN — Pimco Corporate & Income Strategy Fund
CIK 275484
SAN DIEGO, CA
Position in PCN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$223,524
+$1,506 QoQ
Shares Held
18,705
+0.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 119 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. PCN ranks #83 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in PCN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,524 | 18,705 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $222,018 | 18,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $245,145 | 19,212 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $216,367 | 16,171 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $204,677 | 16,129 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $219,628 | 16,090 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $228,878 | 17,055 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $241,513 | 17,020 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $250,791 | 18,985 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $257,900 | 18,461 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $229,101 | 18,461 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $212,500 | 17,461 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $228,913 | 17,461 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $166,292 | 13,261 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $146,477 | 12,361 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $128,594 | 10,861 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||