Pimco Strategic Income Fund (RCS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares1,206,563 from 1,190,243

Change+16,320 (+1%)

Value$6.1K (-$6.5M)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares286,100 from 292,906

Change-6,806 (-2%)

Value$1.4M (-$148.7K)

Filed 2026-11-02

Milestone Asset Management, LLC

DECREASED

Shares189,210 from 191,816

Change-2,606 (-1%)

Value$957.4K (-$88.0K)

Filed 2026-10-15

LPL Financial LLC

DECREASED

Shares157,450 from 170,366

Change-12,916 (-8%)

Value$796.7K (-$131.8K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares71,333 from 71,249

Change+84 (+0%)

Value$360.9K (-$27.4K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares29,946 from 29,777

Change+169 (+1%)

Value$151.5K (-$10.8K)

Filed 2026-11-05

True North Advisors, LLC

NEW

Shares28,454

Change+28,454

Value$144.8K

Filed 2026-10-22

Straight Path Wealth Management

DECREASED

Shares26,400 from 37,900

Change-11,500 (-30%)

Value$133.6K (-$73.0K)

Filed 2026-10-23

Compound Planning, Inc.

DECREASED

Shares26,189 from 28,189

Change-2,000 (-7%)

Value$132.5K (-$21.1K)

Filed 2026-11-05

Ascentis Wealth Management, LLC

INCREASED

Shares21,530 from 10,000

Change+11,530 (+115%)

Value$108.9K (+$54.4K)

Filed 2026-11-03

Armstrong Advisory Group, Inc

UNCHANGED

Shares15,231 from 15,231

Change0 (0%)

Value$77.1K (-$5.9K)

Filed 2026-10-09

Merit Financial Group, LLC

INCREASED

Shares15,008 from 14,659

Change+349 (+2%)

Value$75.9K (-$4.0K)

Filed 2026-11-06

Verdence Capital Advisors LLC

NEW

Shares14,285

Change+14,285

Value$72.3K

Filed 2026-10-26

Truist Financial Corp

INCREASED

Shares12,363 from 11,784

Change+579 (+5%)

Value$62.6K (-$1.7K)

Filed 2026-10-30

MRA Advisory Group

INCREASED

Shares12,216 from 12,209

Change+7 (+0%)

Value$61.8K (-$4.7K)

Filed 2026-10-07

Americana Partners, LLC

NEW

Shares10,173

Change+10,173

Value$51.5K

Filed 2026-10-28

CoreCap Advisors, LLC

UNCHANGED

Shares5,175 from 5,175

Change0 (0%)

Value$26.2K (-$2.0K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares4,330 from 4,330

Change0 (0%)

Value$21.9K (-$1.7K)

Filed 2026-10-27

Main Street Group, LTD

INCREASED

Shares4,169 from 4,108

Change+61 (+1%)

Value$21.1K (-$1.3K)

Filed 2026-10-28

IFP Advisors, Inc

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$20.7K (-$1.6K)

Filed 2026-10-16

Fifth Third Bancorp

UNCHANGED

Shares3,570 from 3,570

Change0 (0%)

Value$18.1K (-$1.4K)

Filed 2026-11-05

Allworth Financial LP

INCREASED

Shares3,100 from 100

Change+3,000 (+3000%)

Value$16.9K (+$16.4K)

Filed 2026-11-06

Smallwood Wealth Investment Management, LLC

INCREASED

Shares2,428 from 2,375

Change+53 (+2%)

Value$12.3K (-$658)

Filed 2026-10-30

Bullock Wealth Management Group

UNCHANGED

Shares1,177 from 1,177

Change0 (0%)

Value$5.9K (-$612)

Filed 2026-10-09

Farther Finance Advisors, LLC

UNCHANGED

Shares1,085 from 1,085

Change0 (0%)

Value$5.5K (-$423)

Filed 2026-10-08

FNY Investment Advisers, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$2 ($0)

Filed 2026-10-16

Triumph Capital Management

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$2.5K (-$195)

Filed 2026-10-14

Highline Wealth Partners LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$1.5K (-$117)

Filed 2026-10-19

Eastern Bank

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$724 (-$55)

Filed 2026-10-05

Creative Planning

CLOSED

Shares0 from 10,431

Change-10,431 (-100%)

Value$0 (-$56.8K)

Filed 2026-11-02

LifeSteps Financial, Inc.

CLOSED

Shares0 from 1,200

Change-1,200 (-100%)

Value$0 (-$6.5K)

Filed 2026-10-15

Point Nemo Capital, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$5)

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$2 ($0)

Filed 2026-11-06

Morgan Stanley

N/A

Shares— from 705,666

Change-705,666 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 445,350

Change-445,350 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 235,280

Change-235,280 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 106,863

Change-106,863 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 89,587

Change-89,587 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 84,414

Change-84,414 (-100%)

Value—

Bravias Capital Group, LLC

N/A

Shares— from 78,317

Change-78,317 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 71,788

Change-71,788 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 66,759

Change-66,759 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 65,307

Change-65,307 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 63,038

Change-63,038 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 60,844

Change-60,844 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 59,700

Change-59,700 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 58,000

Change-58,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 53,645

Change-53,645 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 51,909

Change-51,909 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 46,356

Change-46,356 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 45,127

Change-45,127 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 34,026

Change-34,026 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 32,244

Change-32,244 (-100%)

Value—

Owen LaRue, LLC

N/A

Shares— from 27,732

Change-27,732 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 24,425

Change-24,425 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 23,590

Change-23,590 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 22,376

Change-22,376 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 21,662

Change-21,662 (-100%)

Value—

UBS Group AG

N/A

Shares— from 20,451

Change-20,451 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 20,297

Change-20,297 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 19,586

Change-19,586 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,351

Change-14,351 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 12,834

Change-12,834 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 7,946

Change-7,946 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 7,941

Change-7,941 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 6,575

Change-6,575 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,975

Change-5,975 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,862

Change-3,862 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 659

Change-659 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 338

Change-338 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	1,206,563	1,190,243	+16,320	+1%	$6.5M	$6.1K	-$6.5M	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	286,100	292,906	-6,806	-2%	$1.6M	$1.4M	-$148.7K	2026-11-02
Milestone Asset Management, LLC	DECREASED	189,210	191,816	-2,606	-1%	$1.0M	$957.4K	-$88.0K	2026-10-15
LPL Financial LLC	DECREASED	157,450	170,366	-12,916	-8%	$928.5K	$796.7K	-$131.8K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	71,333	71,249	+84	+0%	$388.3K	$360.9K	-$27.4K	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	29,946	29,777	+169	+1%	$162.3K	$151.5K	-$10.8K	2026-11-05
True North Advisors, LLC	NEW	28,454	—	+28,454	—	—	$144.8K	—	2026-10-22
Straight Path Wealth Management	DECREASED	26,400	37,900	-11,500	-30%	$206.6K	$133.6K	-$73.0K	2026-10-23
Compound Planning, Inc.	DECREASED	26,189	28,189	-2,000	-7%	$153.6K	$132.5K	-$21.1K	2026-11-05
Ascentis Wealth Management, LLC	INCREASED	21,530	10,000	+11,530	+115%	$54.5K	$108.9K	+$54.4K	2026-11-03
Armstrong Advisory Group, Inc	UNCHANGED	15,231	15,231	0	0%	$83.0K	$77.1K	-$5.9K	2026-10-09
Merit Financial Group, LLC	INCREASED	15,008	14,659	+349	+2%	$79.9K	$75.9K	-$4.0K	2026-11-06
Verdence Capital Advisors LLC	NEW	14,285	—	+14,285	—	—	$72.3K	—	2026-10-26
Truist Financial Corp	INCREASED	12,363	11,784	+579	+5%	$64.2K	$62.6K	-$1.7K	2026-10-30
MRA Advisory Group	INCREASED	12,216	12,209	+7	+0%	$66.5K	$61.8K	-$4.7K	2026-10-07
Americana Partners, LLC	NEW	10,173	—	+10,173	—	—	$51.5K	—	2026-10-28
CoreCap Advisors, LLC	UNCHANGED	5,175	5,175	0	0%	$28.2K	$26.2K	-$2.0K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	4,330	4,330	0	0%	$23.6K	$21.9K	-$1.7K	2026-10-27
Main Street Group, LTD	INCREASED	4,169	4,108	+61	+1%	$22.4K	$21.1K	-$1.3K	2026-10-28
IFP Advisors, Inc	UNCHANGED	4,100	4,100	0	0%	$22.3K	$20.7K	-$1.6K	2026-10-16
Fifth Third Bancorp	UNCHANGED	3,570	3,570	0	0%	$19.5K	$18.1K	-$1.4K	2026-11-05
Allworth Financial LP	INCREASED	3,100	100	+3,000	+3000%	$545	$16.9K	+$16.4K	2026-11-06
Smallwood Wealth Investment Management, LLC	INCREASED	2,428	2,375	+53	+2%	$12.9K	$12.3K	-$658	2026-10-30
Bullock Wealth Management Group	UNCHANGED	1,177	1,177	0	0%	$6.6K	$5.9K	-$612	2026-10-09
Farther Finance Advisors, LLC	UNCHANGED	1,085	1,085	0	0%	$5.9K	$5.5K	-$423	2026-10-08
FNY Investment Advisers, LLC	UNCHANGED	500	500	0	0%	$2	$2	$0	2026-10-16
Triumph Capital Management	UNCHANGED	500	500	0	0%	$2.7K	$2.5K	-$195	2026-10-14
Highline Wealth Partners LLC	UNCHANGED	300	300	0	0%	$1.6K	$1.5K	-$117	2026-10-19
Eastern Bank	UNCHANGED	143	143	0	0%	$779	$724	-$55	2026-10-05
Creative Planning	CLOSED	0	10,431	-10,431	-100%	$56.8K	$0	-$56.8K	2026-11-02
LifeSteps Financial, Inc.	CLOSED	0	1,200	-1,200	-100%	$6.5K	$0	-$6.5K	2026-10-15
Point Nemo Capital, LLC	CLOSED	0	1	-1	-100%	$5	$0	-$5	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	0	0	0	—	$2	$2	$0	2026-11-06
Morgan Stanley	N/A	—	705,666	-705,666	-100%	$3.8M	—	—	—
Benjamin Edwards Inc	N/A	—	445,350	-445,350	-100%	$2.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	235,280	-235,280	-100%	$1.3M	—	—	—
Mutual Advisors, LLC	N/A	—	106,863	-106,863	-100%	$582.4K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	89,587	-89,587	-100%	$488.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	84,414	-84,414	-100%	$460.0K	—	—	—
Bravias Capital Group, LLC	N/A	—	78,317	-78,317	-100%	$426.8K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	71,788	-71,788	-100%	$391.2K	—	—	—
Keystone Financial Group	N/A	—	66,759	-66,759	-100%	$363.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	65,307	-65,307	-100%	$355.9K	—	—	—
Equitable Holdings, Inc.	N/A	—	63,038	-63,038	-100%	$343.6K	—	—	—
Bank of America Corp	N/A	—	60,844	-60,844	-100%	$331.6K	—	—	—
Cetera Investment Advisers	N/A	—	59,700	-59,700	-100%	$325.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	58,000	-58,000	-100%	$316.1K	—	—	—
Citadel Advisors LLC	N/A	—	53,645	-53,645	-100%	$292.4K	—	—	—
Mariner, LLC	N/A	—	51,909	-51,909	-100%	$282.9K	—	—	—
Raymond James Financial Inc	N/A	—	46,356	-46,356	-100%	$252.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	45,127	-45,127	-100%	$245.9K	—	—	—
Readystate Asset Management LP	N/A	—	34,026	-34,026	-100%	$185.4K	—	—	—
Envestnet Asset Management Inc	N/A	—	32,244	-32,244	-100%	$175.9K	—	—	—
Owen LaRue, LLC	N/A	—	27,732	-27,732	-100%	$151.1K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	24,425	-24,425	-100%	$133.1K	—	—	—
Kovack Advisors, Inc.	N/A	—	23,590	-23,590	-100%	$131.4K	—	—	—
Clearbridge Investments, LLC	N/A	—	22,376	-22,376	-100%	$121.9K	—	—	—
HighTower Advisors, LLC	N/A	—	21,662	-21,662	-100%	$118.1K	—	—	—
UBS Group AG	N/A	—	20,451	-20,451	-100%	$111.5K	—	—	—
Focus Partners Wealth	N/A	—	20,297	-20,297	-100%	$110.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	19,586	-19,586	-100%	$106.7K	—	—	—
Royal Bank of Canada	N/A	—	14,351	-14,351	-100%	$78.0K	—	—	—
Captrust Financial Advisors	N/A	—	12,834	-12,834	-100%	$69.9K	—	—	—
Continuum Advisory, LLC	N/A	—	7,946	-7,946	-100%	$43.3K	—	—	—
SIT Investment Associates Inc	N/A	—	7,941	-7,941	-100%	$43.0K	—	—	—
Harbour Investments, Inc.	N/A	—	6,575	-6,575	-100%	$35.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,975	-5,975	-100%	$32.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,862	-3,862	-100%	$20.3K	—	—	—
SHP Wealth Management	N/A	—	659	-659	-100%	$3.6K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	338	-338	-100%	$6.7M	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$4	—	—	—

Showing 71 of 71 institutions