Kingsview Wealth Management, LLC
Position in PFL — Pimco Income Strategy Fund
CIK 1791965
GRANTS PASS, OR
Position in PFL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$151,608
-$3,605 QoQ
Shares Held
18,951
+2.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $103,095,248 across 58 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
972,794 | $18,356,622 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
578,626 | $17,457,146 | |
| 3 | BLK |
BlackRock, Inc.
|
9,112 | $8,761,734 | |
| 4 | NSLR |
Neostellar Capital Corp.
|
564,301 | $7,076,334 | |
| 5 | AMP |
Ameriprise Financial Inc
|
13,090 | $6,005,167 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,344 | $5,009,718 | |
| 7 | ARES |
Ares Management Corp
|
41,769 | $4,649,307 | |
| 8 | HLNE |
Hamilton Lane INC
|
50,385 | $3,971,848 |
All Filings in PFL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,608 | 18,951 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $155,213 | 18,412 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $250,871 | 29,445 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,609 | 32,687 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $273,050 | 31,750 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $258,506 | 30,848 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $256,928 | 29,980 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $237,238 | 29,109 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $239,772 | 28,275 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $231,872 | 27,473 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $204,098 | 26,610 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $211,506 | 25,825 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $203,680 | 25,053 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $197,413 | 24,342 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $188,386 | 23,637 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $206,904 | 23,015 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $917,163 | 89,918 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $982,330 | 89,547 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,065,879 | 91,728 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,134,507 | 88,981 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $849,383 | 70,723 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $283,014 | 24,739 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||