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Pimco Income Fund-Ins (PIMIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Evergreen Wealth Management, LLC
NEW
Shares537,784
Change+537,784
Value$5.5M
Filed 2026-11-06
First Merchants Corp
UNCHANGED
Shares14,698 from 14,698
Change0 (0%)
Value$151.2K (-$8.4K)
Filed 2026-10-15
Oakworth Capital, Inc.
NEW
Shares6,213
Change+6,213
Value$63.9K
Filed 2026-10-26
Grey Ledge Advisors, LLC
CLOSED
Shares0 from 24,536
Change-24,536 (-100%)
Value$0 (-$266.5K)
Filed 2026-11-02
Liberty Wealth Management LLC
N/A
Shares— from 470,399
Change-470,399 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 225,648
Change-225,648 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 57,413
Change-57,413 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 46,817
Change-46,817 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
Status
Evergreen Wealth Management, LLC
NEW537,784—+537,784——$5.5M—2026-11-06
First Merchants Corp
UNCHANGED14,69814,69800%$159.6K$151.2K-$8.4K2026-10-15
Oakworth Capital, Inc.
NEW6,213—+6,213——$63.9K—2026-10-26
Grey Ledge Advisors, LLC
CLOSED024,536-24,536-100%$266.5K$0-$266.5K2026-11-02
Liberty Wealth Management LLC
N/A—470,399-470,399-100%$5.1M———
Wealthspire Advisors, LLC
N/A—225,648-225,648-100%$2.5M———
Connors Investor Services Inc
N/A—57,413-57,413-100%$623.5K———
Ethos Financial Group, LLC
N/A—46,817-46,817-100%$501.4K———
Financial Gravity Companies, Inc.
N/A—6,057-6,057-100%$65.8K———
Showing 9 of 9 institutions