Congress Holdings

Most held

PFINX

PIMCO Preferred and Capital Securities Fund Class Institutional

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
John Joyce PA-13 Spouse Stifel Retirement Account - Alice โ‡’ PIMCO Preferred and Capital Securities Fund Class Institutional (PFINX) MF $1,001 - $15,000 August 13, 2026
filing 10076448, p. 4

How the count is made: see Most held.