PFL on NYSE

PIMCO INCOME STRATEGY FUND

Fund registered in the United States, based in Newport Beach, active since 2003. Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerPFL on NYSE²
HeadquartersNewport Beach, United States²
Business address1633 Broadway, New York, Ny 10019³
Legal formFUND²
Kind of organizationFund²
LEIUROCOLESWDN8T1Q8M112²
StatusActive²
LEI statusIssued and current²
Registered addressC/O CORPORATION SERVICE COMPANY, 02109 Boston, United States²
Registered withSecurities and Exchange Commission, 0001244183²

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Leadership

Who has led PIMCO INCOME STRATEGY FUND, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (68)

ASSISTANT SECRETARYMorgan Willard Jul 8, 2026 to now⁴
ASSISTANT SECRETARYMyung Shin Jul 8, 2026 to now⁵
ASSISTANT TREASURERPaul Vitale Jul 8, 2026 to now⁶
ASSISTANT TREASURERRussel Davenport Jul 8, 2026 to now⁷
Assistant SecretarySonia E. Bui Apr 3, 2025 to now⁸
Vice PresidentAlyssa Michele Creighton Jan 17, 2024 to Jan 17, 2024⁹
Vice PresidentColleen Patrice McLaughlin Jan 17, 2024 to Jan 17, 2024¹⁰
Assistant TreasurerLaine Elizabeth Pacetti Jan 17, 2024 to Jan 17, 2024¹¹
Vice PresidentPaul Thomas Wildermuth Jan 17, 2024 to Jan 17, 2024¹²
Assistant TreasurerQuynh-Chi Hoang Vu Jan 17, 2024 to Jan 17, 2024¹³
Vice PresidentShivanand Narain Jan 17, 2024 to Jan 17, 2024¹⁴
ASSISTANT SECRETARYJaime Catherine Dinan Aug 21, 2024 to Aug 21, 2024¹⁵
VICE PRESIDENTMichele Noel Ellis Aug 21, 2024 to Aug 21, 2024¹⁶
Assistant SecretaryTimothy Albert-Michel-Alain Bekkers Aug 21, 2024 to Aug 21, 2024¹⁷
VICE PRESIDENTGregory John Mason Mar 24, 2023 to Mar 24, 2023¹⁸
VICE PRESIDENTJason Raul Duran Mar 24, 2023 to Mar 24, 2023¹⁹
ASSISTANT TREASURERMaria Marchenko Golota Mar 24, 2023 to Mar 24, 2023²⁰
VICE PRESIDENTKeith Adam Werber Jun 16, 2022 to Jun 16, 2022²¹
Vice PresidentDouglas Benjamin Burrill Aug 25, 2022 to Aug 25, 2022²²
Vice PresidentKenneth W. Lee Sep 1, 2022 to Sep 1, 2022²³
Vice PresidentElizabeth A. Duggan Mar 26, 2021 to Mar 26, 2021²⁴
Vice PresidentMark Allen Jelic Sep 30, 2021 to Sep 30, 2021²⁵
Vice PresidentBrian Joel Pittluck Jan 9, 2020 to Jan 9, 2020²⁶
Vice PresidentJeffrey Alan Byer Jan 9, 2020 to Jan 9, 2020²⁷
Assistant TreasurerBrandon Thomas Evans Jun 6, 2019 to Jun 6, 2019²⁸
Assistant TreasurerShwetha P. Shenoy Jun 6, 2019 to Jun 6, 2019²⁹
Chief Compliance OfficerKeisha L. Audain-Pressley Jan 31, 2018 to Jan 31, 2018³⁰
Vice PresidentBijal Y. Parikh Mar 29, 2017 to Mar 29, 2017³¹
Assistant TreasurerLaura S. Melman Mar 29, 2017 to Mar 29, 2017³²
Assistant TreasurerMiller Colleen Dean Mar 29, 2017 to Mar 29, 2017³³
Assistant SecretaryWu Kwan Kit Mar 29, 2017 to Mar 29, 2017³⁴
Assistant TreasurerChristopher M. Morin Oct 4, 2016 to Oct 4, 2016³⁵
Assistant TreasurerJason Jordan Nagler Jun 12, 2015 to Jun 12, 2015³⁶
Assistant SecretaryVadim Avdeychik Jun 12, 2015 to Jun 12, 2015³⁷
Vice PresidentErik C. Brown Sep 8, 2014 to Sep 8, 2014³⁸
OfficerJoshua Ratner Sep 8, 2014 to Sep 8, 2014³⁹
OfficerPeter G. Strelow Sep 8, 2014 to Sep 8, 2014⁴⁰
Assistant SecretaryRyan G. Leshaw Sep 8, 2014 to Sep 8, 2014⁴¹
ASSISTANT TREASURERStacie Anctil Sep 8, 2014 to Sep 8, 2014⁴²
Assistant TreasurerTrent Walker Sep 8, 2014 to Sep 8, 2014⁴³
OfficerWilliam Glen Galipeau Sep 8, 2014 to Sep 8, 2014⁴⁴
Assistant TreasurerOrhan Dzemaili Jan 20, 2011 to Jan 20, 2011⁴⁵
TreasurerLawrence G. Altadonna Jan 20, 2009 to Jan 20, 2009⁴⁶
Chief Compliance OfficerYouse Guia Jan 20, 2009 to Jan 20, 2009⁴⁷
Assistant TreasurerRichard J. Cochran Dec 31, 2008 to Dec 31, 2008⁴⁸
Assistant TreasurerScott Whisten Dec 31, 2008 to Dec 31, 2008⁴⁹
Assistant SecretaryKathleen A. Chapman Dec 20, 2006 to Jan 20, 2009⁵⁰
Assistant SecretaryLagan Srivastava Dec 20, 2006 to Dec 20, 2006⁵⁰
Assistant SecretaryRichard H. Kirk Dec 20, 2006 to Jan 20, 2009⁵⁰
Board memberMark D. Michel Sep 25, 2025 to now⁵¹
Board memberSonya Morris Sep 25, 2025 to now⁵²
Board memberDavid C. Flattum Dec 10, 2024 to Dec 10, 2024⁵³
Board memberElizabeth Davis Cantrill May 3, 2023 to May 3, 2023⁵⁴
Board memberKathleen Ann McCartney Jul 1, 2022 to Jul 1, 2022⁵⁵
Board memberGrace Vandecruze Jun 30, 2021 to Dec 13, 2023⁵⁶
Board memberJoseph Baker Kittredge Jr. May 20, 2020 to May 20, 2020⁵⁷
Board memberDavid Nichols Fisher Iii. Jan 2, 2019 to Jan 2, 2019⁵⁸
Board memberSarah E. Cogan Jan 2, 2019 to Jan 2, 2019⁵⁹
Board memberCraig A. Dawson Sep 8, 2014 to Sep 8, 2014⁶⁰
Board memberNeal P. Goldman Aug 7, 2012 to Aug 7, 2012⁶¹
Board memberDeborah A. Zoullas Mar 10, 2011 to Mar 10, 2011⁶²
Board memberAlan Rappaport Jun 30, 2010 to Sep 21, 2010⁶³
Board memberBradford K. Gallagher Dec 16, 2010 to Jan 28, 2015⁶⁴
Board memberHans W. Kertess Jan 20, 2009 to Jan 20, 2009⁶⁵
Board memberRobert E. Connor Jan 20, 2009 to Jan 20, 2009⁶⁶
Board memberJames A. Jacobson Dec 17, 2009 to Sep 19, 2012⁶⁷
Board memberDiana Taylor Jun 12, 2008 to Jan 23, 2009⁶⁸
Board memberWilliam B. Ogden Iv. Sep 19, 2006 to Jan 20, 2009⁶⁹

Subsidiaries and ownership

Fund manager

PACIFIC INVESTMENT MANAGEMENT CO LLC²

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Former names

PIMCO FLOATING RATE INCOME FUNDJun 20, 2003 to Feb 8, 2010³

Timeline

Jun 19, 2003Founded PIMCO INCOME STRATEGY FUND is founded²

Filings

120 filings to the SEC since October 2021: 5 major events, 46 insider forms, 3 large holders, 66 other. The latest 20:

Oct 14, 2026N-2 EDGAR
Sep 14, 2026N-CEN EDGAR
Sep 4, 2026N-CSR PIMCO INCOME STRATEGY FUND EDGAR
Aug 31, 2026NPORT-P EDGAR
Aug 26, 2026N-PX EDGAR
Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
Jul 8, 20263 OWNERSHIP DOCUMENT EDGAR
Jun 24, 2026424B3 EDGAR
Jun 24, 20268-K EDGAR
May 29, 2026NPORT-P EDGAR
Apr 10, 2026424B5 EDGAR
Mar 5, 2026N-CSRS PIMCO INCOME STRATEGY FUND EDGAR
Mar 2, 2026NPORT-P EDGAR
Feb 2, 20263 PRIMARY DOCUMENT EDGAR
Jan 30, 20263 PRIMARY DOCUMENT EDGAR
Nov 26, 2025NPORT-P EDGAR
Sep 25, 20253 PRIMARY DOCUMENT EDGAR

The 120 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

1 open-market trades by officers, directors and large owners since October 2021: 1 buys and 0 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Dec 11, 2023	Vandecruze GraceDirector	Buy	12,345	$8.12	$100.2K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

UBSSC 13G/A, 2 filings Oct 3, 2023 to Apr 17, 2024⁷⁰
Bank of AmericaSC 13G/A, 1 filing Oct 4, 2023⁷¹

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 81. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Ameriprise Financial Inc	886,431	$7.0M	0.0%	+81,424
Guggenheim Capital LLC	880,069	$6.9M	0.0%	−74,960
Morgan Stanley	594,857	$4.7M	0.0%	+5,818
Independent Financial Group, LLC	524,739	$4.1M	0.1%	−25,416
LPL Financial LLC	432,726	$3.4M	0.0%	+12,841
Hohimer Wealth Management, LLC	390,256	$3.1M	0.3%	−45,011
Invesco Ltd.	348,669	$2.7M	0.0%	+17,228
GraniteShares Advisors LLC	335,388	$2.6M	1.7%	+43,900
Shaker Financial Services, LLC	295,080	$2.3M	0.7%	+251,849
Stifel Financial Corp	281,194	$2.2M	0.0%	+5,274
Cetera Investment Advisers	254,097	$2.0M	0.0%	+39,590
Royal Bank Of Canada	246,959	$1.9M	0.0%	+11,484
Osaic Holdings, Inc.	224,184	$1.8M	0.0%	−10,462
Bank Of America Corp /de/	204,405	$1.6M	0.0%	−784
Commonwealth Equity Services, LLC	180,611	$1.4M	0.0%	−17,188
Lido Advisors, LLC	123,883	$1.3M	0.0%	+105,068
Pinnacle Financial Partners, Inc.	140,301	$1.1M	0.0%	−655
Truist Financial Corp	93,980	$740.6K	0.0%	+1,568
Horizon Kinetics Asset Management LLC	93,252	$734.8K	0.0%	No change
NewEdge Advisors, LLC	70,753	$557.5K	0.0%	−8,897
Geneos Wealth Management Inc.	65,719	$517.9K	0.0%	+12,763
Raymond James Financial Inc	62,209	$490.2K	0.0%	+2,840
UBS Group AG	60,248	$474.8K	0.0%	+43,108
Wells Fargo & Company/mn	60,134	$473.9K	0.0%	−351,714
Cypress Capital Group	58,213	$458.7K	0.0%	No change

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARPIMCO INCOME STRATEGY FUND filings on SEC EDGAR
2
GLEIFPIMCO INCOME STRATEGY FUND LEI record (UROCOLESWDN8T1Q8M112)
3
SEC EDGARPIMCO INCOME STRATEGY FUND filings on SEC EDGAR
4
SEC EDGARMorgan Willard, ASSISTANT SECRETARY
5
SEC EDGARMyung Shin, ASSISTANT SECRETARY
6
SEC EDGARPaul Vitale, ASSISTANT TREASURER
7
SEC EDGARRussel Davenport, ASSISTANT TREASURER
8
SEC EDGARSonia E. Bui, Assistant Secretary
9
SEC EDGARAlyssa Michele Creighton, Vice President
10
SEC EDGARColleen Patrice McLaughlin, Vice President
11
SEC EDGARLaine Elizabeth Pacetti, Assistant Treasurer
12
SEC EDGARPaul Thomas Wildermuth, Vice President
13
SEC EDGARQuynh-Chi Hoang Vu, Assistant Treasurer
14
SEC EDGARShivanand Narain, Vice President
15
SEC EDGARJaime Catherine Dinan, ASSISTANT SECRETARY
16
SEC EDGARMichele Noel Ellis, VICE PRESIDENT
17
SEC EDGARTimothy Albert-Michel-Alain Bekkers, Assistant Secretary
18
SEC EDGARGregory John Mason, VICE PRESIDENT
19
SEC EDGARJason Raul Duran, VICE PRESIDENT
20
SEC EDGARMaria Marchenko Golota, ASSISTANT TREASURER
21
SEC EDGARKeith Adam Werber, VICE PRESIDENT
22
SEC EDGARDouglas Benjamin Burrill, Vice President
23
SEC EDGARKenneth W. Lee, Vice President
24
SEC EDGARElizabeth A. Duggan, Vice President
25
SEC EDGARMark Allen Jelic, Vice President
26
SEC EDGARBrian Joel Pittluck, Vice President
27
SEC EDGARJeffrey Alan Byer, Vice President
28
SEC EDGARBrandon Thomas Evans, Assistant Treasurer
29
SEC EDGARShwetha P. Shenoy, Assistant Treasurer
30
SEC EDGARKeisha L. Audain-Pressley, Chief Compliance Officer
31
SEC EDGARBijal Y. Parikh, Vice President
32
SEC EDGARLaura S. Melman, Assistant Treasurer
33
SEC EDGARMiller Colleen Dean, Assistant Treasurer
34
SEC EDGARWu Kwan Kit, Assistant Secretary
35
SEC EDGARChristopher M. Morin, Assistant Treasurer
36
SEC EDGARJason Jordan Nagler, Assistant Treasurer
37
SEC EDGARVadim Avdeychik, Assistant Secretary
38
SEC EDGARErik C. Brown, Vice President
39
SEC EDGARJoshua Ratner, Officer
40
SEC EDGARPeter G. Strelow, Officer
41
SEC EDGARRyan G. Leshaw, Assistant Secretary
42
SEC EDGARStacie Anctil, ASSISTANT TREASURER
43
SEC EDGARTrent Walker, Assistant Treasurer
44
SEC EDGARWilliam Glen Galipeau, Officer
45
SEC EDGAROrhan Dzemaili, Assistant Treasurer
46
SEC EDGARLawrence G. Altadonna, Treasurer
47
SEC EDGARYouse Guia, Chief Compliance Officer
48
SEC EDGARRichard J. Cochran, Assistant Treasurer
49
SEC EDGARScott Whisten, Assistant Treasurer
50
SEC EDGARKathleen A. Chapman, Assistant Secretary
51
SEC EDGARMark D. Michel, Board member
52
SEC EDGARSonya Morris, Board member
53
SEC EDGARDavid C. Flattum, Board member
54
SEC EDGARElizabeth Davis Cantrill, Board member
55
SEC EDGARKathleen Ann McCartney, Board member
56
SEC EDGARGrace Vandecruze, Board member
57
SEC EDGARJoseph Baker Kittredge Jr., Board member
58
SEC EDGARDavid Nichols Fisher Iii., Board member
59
SEC EDGARSarah E. Cogan, Board member
60
SEC EDGARCraig A. Dawson, Board member
61
SEC EDGARNeal P. Goldman, Board member
62
SEC EDGARDeborah A. Zoullas, Board member
63
SEC EDGARAlan Rappaport, Board member
64
SEC EDGARBradford K. Gallagher, Board member
65
SEC EDGARHans W. Kertess, Board member
66
SEC EDGARRobert E. Connor, Board member
67
SEC EDGARJames A. Jacobson, Board member
68
SEC EDGARDiana Taylor, Board member
69
SEC EDGARWilliam B. Ogden Iv., Board member
70
SEC EDGARUBS SC 13G/A on PIMCO INCOME STRATEGY FUND
71
SEC EDGARBank of America SC 13G/A on PIMCO INCOME STRATEGY FUND