PIMCO Income Strategy Fund II

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PIMCO Income Strategy Fund II
TickerPFN
CIK #0001296250
CUSIP72201J104
Sector -
Address1633 Broadway, New York, NY 10019
Source [EDGAR]
CIK Filing 2011 - 2026
[0001296250] 3
[0001296250] 4
[0001296250] 8-K
Form 3/4/5 Filer 2011 - 2026
PIMCO Income Strategy Fund II
Willard Morgan
Johnson Eric David
Shin Myung
Davenport Russel
Vitale Paul
Chang Stephen Koon Bong
Mandinach Jason William
Bui Sonia E
Ferguson Benjamin
Kraus Kristofer
Flattum David C
Dinan Jaime Catherine
Ellis Michele Noel
Bekkers Timothy Albert-Michel-Alain
UBS Group AG
Kersman Alejandro Eduardo
Yang Jing
Sharenow Greg Elliot
Chan Carol Kar-lon
Vu Quynh-Chi Hoang
Stern Jason Ross
Wildermuth Paul Thomas
Pacetti Laine Elizabeth
Narain Shivanand
McLaughlin Colleen Patrice
Goodman Matthew Louis
Creighton Alyssa Michele
Suh Sung-Hee
Bui Giang Huong
Bank of America NA
Bank of America Corp /DE/
Cantrill Elizabeth Davis
Mason Gregory John
Golota Maria Marchenko
Duran Jason Raul
Wang QI
Ananthanarayanan Vishalakshi Mangala
Pier Sonali Shah
Steiner Jason Robert
Lee Kenneth W
Burrill Douglas Benjamin
McCartney Kathleen Ann
Werber Keith Adam
Meggers Julie Ann
Jelic Mark Allen
Vandecruze Grace
Zakir Nadia
Duggan Elizabeth A
Brigliadori Geraldine Edith
Hall Gregory Weston
Kittredge Joseph Baker Jr
Seidner Marc P
Mogelof Eric J
Schneider Jerome M
Tournier Eve Anne Celine
Whitten Candice Stack
Cogan Sarah E
Byer Jeffrey Alan
Pittluck Brian Joel
Zhang Hao Jessica
Shenoy Shwetha P
Evans Brandon Thomas
Todd Bradley Allen
Fisher David Nichols III
Stahl Cathleen Ruth
Audain-Pressley Keisha L
FELS Joachim Walter
Parikh Bijal Y
Dean Miller Colleen
Kit Wu Kwan
Melman Laura S
Stracke Thibault Christian
Hyman Daniel H
Roman Emmanuel
Morin Christopher M
Mather Scott A
Bridwell Jennifer S
Korinke Kimberley G
Nagler Jason Jordan
Avdeychik Vadim
Gallagher Bradford K
Mariappa Sudi
Otterbein Thomas J
Brigade Leveraged Capital Structures Fund Ltd
Mittal Mohit
Murata Alfred T
Balls Andrew
Brown Erik C
Leshaw Ryan G
Galipeau William Glen
Ratner Joshua
Dawson Craig A
Strelow Peter G
Walker Trent
Anctil Stacie
Murray Marti P
Barling James
Bengtson-Olivieri Erin
Guia Youse
Benz William Robert II
Worah Mihir P
UBS AG
Jobson David
Jacobs Lew W IV
Miller Alan Bruce
Jacobson James A
Frank Udo
Short Jonathan D
Sluyters Julian
Rappaport Alan
Goldman Neal P
Carroll John
Townsend Christopher
Rodosky Stephen A
Merrill Lynch Pierce Fenner & Smith Inc
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
UBS Group AG
Auction Preferred Stock
2024-04-17 Other 1,422
Bank of America NA +1
Series W Auction-Rate Preferred Shares
2023-09-18 Other 355 $23,562.50 8,364,688
Bank of America NA +1
Series T Auction-Rate Preferred Shares
2023-09-18 Other 458 $23,562.50 10,791,625
Bank of America NA +1
Series M Auction-Rate Preferred Shares
2023-09-18 Other 453 $23,562.50 10,673,812
Bank of America NA +1
Series F Auction-Rate Preferred Shares
2023-09-18 Other 316 $23,562.50 7,445,750
Bank of America NA +1
Series TH Auction-Rate Preferred Shares
2023-09-18 Other 318 $23,562.50 7,492,875
Cogan Sarah E
Common Stock
2020-01-09 Buy 1,000 $10.78 10,780
Gallagher Bradford K
COMMON STOCK
2015-01-27 Buy 5,000 $10.23 51,150
Brigade Leveraged Capital Structures Fund Ltd
Auction-Rate Preferred Shares
2014-10-31 Sell 1,619
UBS AG
Auction Preferred Stock
2014-02-25 Buy 1
UBS AG
Auction Preferred Stock
2014-02-03 Buy 1
UBS AG
Auction Preferred Stock
2013-04-16 Other 2
UBS AG
Auction Preferred Stock
2012-08-01 Other 1
Bank of America Corp /DE/ +1
Common Stock
2011-12-30 Sell 14 $9.20 129
Bank of America Corp /DE/ +1
Common Stock
2011-12-30 Buy 14 $9.19 129
13F Ownership Over TimeHoldersShares Held
2026-03-31 122 14,127,476
2025-12-31 122 15,883,156
2025-09-30 122 16,318,976
2025-06-30 119 15,887,925
2025-03-31 116 15,778,265
2024-12-31 119 15,437,235
2024-09-30 111 14,025,841
2024-06-30 110 12,875,610
2024-03-31 106 12,504,468
2023-12-31 106 11,462,129
2023-09-30 108 9,676,787
2023-06-30 104 9,570,566
Form 13F Holdings
Firm Period DFND Voting Shares
Shaker Financial Services LLC [2026-06-30] SOLE 464,529 464,551
Corecap Advisors LLC [2026-06-30] SOLE 0 245,845
Keudell/Morrison Wealth Management [2026-06-30] SOLE 0 113,772
Independent Financial Group LLC [2026-06-30] SOLE 0 81,243
Noble Wealth Management PBC [2026-06-30] SOLE 68,662 68,662
Mallini Complete Financial Planning LLC [2026-06-30] SOLE 56,195 56,195
Walled Lake Planning & Wealth Management LLC [2026-06-30] SOLE 0 41,300
Seacrest Wealth Management LLC [2026-06-30] SOLE 0 23,864
B Riley Wealth Advisors Inc [2026-06-30] SOLE 21,629 21,629
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 2,361 12,661
Willner & Heller LLC [2026-06-30] SOLE 11,011 11,011
Amplius Wealth Advisors LLC [2026-06-30] SOLE 0 11,000
Highline Wealth Partners LLC [2026-06-30] SOLE 3,835 3,835
FNY Investment Advisers LLC [2026-06-30] SOLE 1,200 1,200
Essential Investment Partners LLC [2026-06-30] SOLE 500 500
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 102
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