Vault-13

PIMCO GLOBAL STOCKSPLS INCM XPGPX

COM · Closed-End Fund · CUSIP 722011103

28 institutional holders -3 vs Q1 2026
1,831,9861.8m shares reported held*
$15.8mreported value*
3 new 11 added 6 reduced 5 sold out net bought ≈ $566.5k (+65.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $8.63.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 29Q4 22: 30Q1 23: 30Q2 23: 22Q3 23: 24Q4 23: 30Q1 24: 27Q2 24: 30Q3 24: 32Q4 24: 30Q1 25: 27Q2 25: 29Q3 25: 31Q4 25: 29Q1 26: 31Q2 26: 2828Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202229
Q4 202230
Q1 202330
Q2 202322
Q3 202324
Q4 202330
Q1 202427
Q2 202430
Q3 202432
Q4 202430
Q1 202527
Q2 202529
Q3 202531
Q4 202529
Q1 202631
Q2 202628

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 18 bought or addedQ3 24: 11 cut or sold outQ4 24: 18 bought or addedQ4 24: 11 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 13 cut or sold outQ2 25: 14 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 9 cut or sold outQ4 25: 12 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 8 cut or sold outQ2 26: 14 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241811
Q4 20241811
Q1 20251113
Q2 2025145
Q3 2025159
Q4 20251211
Q1 2026148
Q2 20261411

Biggest buyers

Shaker Financial Services, LLC Added +159,613+159.6k
CITADEL ADVISORS LLC New +38,483+38.5k
Cetera Investment Advisers Added +7,476+7.5k
WELLS FARGO & COMPANY/MN Added +7,014+7.0k
LPL Financial LLC Added +5,894+5.9k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +3,457+3.5k
CoreCap Advisors, LLC Added +3,300+3.3k
Thomas J. Herzfeld Advisors, Inc. New +3,144+3.1k
SHP Wealth Management New +3,000+3.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +1,142+1.1k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -71,616-71.6k
Institute for Wealth Management, LLC. Sold out -37,850-37.9k
MORGAN STANLEY Reduced -29,640-29.6k
BANK OF AMERICA CORP /DE/ Sold out -11,226-11.2k
NewEdge Advisors, LLC Reduced -6,700-6.7k
MAI Capital Management Sold out -4,542-4.5k
Destiny Wealth Partners, LLC Sold out -3,400-3.4k
ROYAL BANK OF CANADA Reduced -2,392-2.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -1,516-1.5k
Kestra Advisory Services, LLC Reduced -404-404

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Shaker Financial Services, LLC 1.06% of their portfolio Arlington, VA 388,461388.5k $3.4m $3.4m 1.06% Added +159.6k +159,613
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.14% of their portfolio WEST PALM BEACH, FL 349,408349.4k $3.0m $3.0m 0.14% Added +3.5k +3,457
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 183,348183.3k $1.6m $1.6m 0.00% Added +5.9k +5,894
4 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 138,801138.8k $1.2m $1.2m 0.00% Unchanged
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 112,576112.6k $970.4k $970.4k 0.00% Reduced -29.6k -29,640
6 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 89,99390.0k $775.7k $775.7k 0.00% Reduced -404 -404
7 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 82,67082.7k $712.6k $712.6k 0.00% Reduced -71.6k -71,616
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 80,00080.0k $689.6k $689.6k 0.00% Unchanged
9 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 78,29078.3k $674.9k $674.9k 0.00% Added +1.1k +1,082
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 78,29078.3k $674.9k $674.9k 0.00% Added +1.1k +1,082
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 38,75838.8k $334.1k $334.1k 0.00% Added +7.5k +7,476
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,48338.5k $331.7k $331.7k 0.00% New
13 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 35,83735.8k $308.9k $308.9k 0.00% Reduced -6.7k -6,700
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 25,41225.4k $219.1k $219.1k 0.00% Added +1.1k +1,142
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,89221.9k $188.7k $188.7k 0.00% Added +262 +262
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,88021.9k $189.0k $189.0k 0.00% Reduced -2.4k -2,392
17 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 15,40015.4k $132.7k $132.7k 0.00% Reduced -2 -2
18 Argyle Capital Partners, LLC 0.08% of their portfolio LOS ANGELES, CA 13,98514.0k $120.6k $120.6k 0.08% Unchanged
19 Owen LaRue, LLC 0.04% of their portfolio ELIZABETHTOWN, KY 11,87211.9k $102.3k $102.3k 0.04% Added +57 +57
20 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 10,70010.7k $92.2k $92.2k 0.00% Added +3.3k +3,300
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,3617.4k $63.5k $63.5k 0.00% Added +7.0k +7,014
22 Thomas J. Herzfeld Advisors, Inc. 0.01% of their portfolio MIAMI BEACH, FL 3,1443.1k $27.1k $27.1k 0.01% New
23 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 3,0003.0k $25.9k $25.9k 0.00% New
24 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,0001.0k $8.6k $8.6k 0.00% Unchanged
25 Triumph Capital Management 0.00% of their portfolio DENVER, CO 700700 $6.0k $6.0k 0.00% Unchanged
26 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 325325 $2.8k $2.8k 0.00% Unchanged
27 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 300300 $2.0k $2.0k 0.00% Unchanged
28 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 100100 $862 $862 0.00% Unchanged