| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| L & S Advisors Inc | 26 | 26 | 0.05% | 0.20% | 0.37% | Q1 2017 | Q2 2023 | 26 |
| GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 12 |
| Financial Gravity Asset Management, Inc. | 10 | 10 | 0.00% | 2.97% | 5.66% | Q2 2021 | Q3 2023 | 10 |
| First American Bank | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 9 |
| Westside Investment Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
| HIGH POINT BANK & TRUST CO | 6 | 6 | 1.24% | 2.31% | 2.82% | Q3 2015 | Q4 2016 | 6 |
| True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
| Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2015 | 4 |
| Lake Point Wealth Management | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2019 | 4 |
| Parker Investment Management, LLC | 3 | 3 | 0.08% | 1.85% | 2.77% | Q1 2016 | Q3 2016 | 3 |
| BTR CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
| Summit Global Investments | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 3 |
| ABNER HERRMAN & BROCK LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
| Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.26% | 0.77% | 1.28% | Q1 2023 | Q2 2023 | 2 |
| Granite Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
| PSI Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
| CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
| Coe Capital Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2014 | Q4 2014 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| Riverview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
| Summit Place Financial Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2022 | Q4 2022 | 1 |
| Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
| Capital Wealth Planning, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2019 | Q1 2019 | 1 |
| Weaver Consulting Group | 1 | 1 | 8.34% | 8.34% | 8.34% | Q1 2019 | Q1 2019 | 1 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
| APPLETON PARTNERS INC/MA | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2015 | Q2 2015 | 1 |
This page lists all the filers that currently own PIMCO INCOME FUND CL I or have owned PIMCO INCOME FUND CL I in the past.