PIMCO executive files Form 3 reporting no PFL holdings

PIMCO Income Strategy Fund insider Stephen Koon Bong Chang filed an initial ownership report stating he holds no securities of the fund.

Accepted by SEC EDGAR 02/02/2026 - 08:17 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

PIMCO Income Strategy Fund insider Stephen Koon Bong Chang filed an initial ownership report stating he holds no securities of the fund. The Form 3 indicates that no non-derivative or derivative securities are beneficially owned. Chang is a member of Pacific Investment Management Company LLC’s Executive Committee, and PIMCO serves as the fund’s investment advisor.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the PIMCO Income Strategy Fund (PFL) Form 3 filing show?

The Form 3 shows that Stephen Koon Bong Chang, a member of PIMCO’s Executive Committee, reported no beneficial ownership of PIMCO Income Strategy Fund securities, both non-derivative and derivative, as of the reported event date.

Who is the reporting person in the PFL Form 3 filing?

The reporting person is Stephen Koon Bong Chang. He is identified in the remarks as a member of Pacific Investment Management Company LLC’s Executive Committee, while PIMCO is described as the investment advisor of PIMCO Income Strategy Fund.

Does Stephen Koon Bong Chang own any PIMCO Income Strategy Fund (PFL) shares?

According to the filing, no securities are beneficially owned by Stephen Koon Bong Chang. Both the non-derivative and derivative securities tables are effectively empty, and the remarks explicitly state that no securities are beneficially owned.

What is the relationship between PIMCO and PIMCO Income Strategy Fund (PFL)?

The filing states that Pacific Investment Management Company LLC (PIMCO) is the investment advisor of PIMCO Income Strategy Fund. The reporting person, Stephen Koon Bong Chang, is noted as a member of PIMCO’s Executive Committee.

When was the event requiring this PFL Form 3 filing?

The event requiring the Form 3 filing occurred on 01/22/2026. This date is listed as the “Date of Event Requiring Statement” and is the reference point for the ownership status disclosed in the document.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Chang Stephen Koon Bong

(Last) (First) (Middle)

C/O PIMCO

650 NEWPORT CENTER DRIVE

(Street)

NEWPORT BEACH CA 92660

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
01/22/2026

3. Issuer Name and Ticker or Trading Symbol
PIMCO INCOME STRATEGY FUND [ PFL ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
	Officer (give title below)	X	Other (specify below)
			See Remarks

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit List: Exhibit 24 - Power of Attorney. Pacific Investment Management Company LLC ("PIMCO") is the investment advisor of the Issuer. The Reporting Person is a member of PIMCO's Executive Committee.

No securities are beneficially owned.

	/s/ Ryan Leshaw, Attorney-in-Fact for Stephen Koon Bong Chang	02/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.