PIMCO Income Fund-InsPIMIX
13F holders, Q2 2026 (June 30)7holders −4
3new positions
5sold out
$10.81avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding PIMCO Income Fund-Ins (PIMIX) in their 13F filings, down 4 from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were Liberty Wealth Management LLC ($5.1M), Wealthspire Advisors, LLC ($2.5M) and Connors Investor Services Inc. ($624K).
- Company
- PIMCO Income Fund-Ins
- CUSIP
- 72201F490
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.2M |
| Exits | 5 | $2.1M |
All 13F filers, Q1 2026 → Q2 2026: 303,028 shares bought and 199,171 shares sold, net +103,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Liberty Wealth Management LLC | 0.63% | No change | 470,399 | $5.1M |
| Wealthspire Advisors, LLC | 0.01% | New | 225,648 | $2.5M |
| Connors Investor Services Inc. | 0.05% | Add +11.7% | 57,413 | $624K |
| Ethos Financial Group, LLC | 0.03% | New | 46,817 | $501K |
| Grey Ledge Advisors, LLC | 0.05% | New | 24,536 | $266K |
| First Merchants Corp. | 0.01% | No change | 14,698 | $160K |
| Financial Gravity Companies, Inc. | 0.01% | — | 6,057 | $66K |
"% of holder's portfolio" is PIMIX's weight in each manager's 13F, not the share of PIMCO Income Fund-Ins the manager owns.