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PIMCO Global StocksPLUS (NYSE: PGP) allows unlimited senior floating-rate loans

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

PIMCO Global StocksPLUS & Income Fund updated its investment guidelines to allow investing without limitation in senior floating-rate loans made to corporations, partnerships and other business entities. This change becomes effective on July 24, 2026, potentially expanding the fund’s exposure to floating-rate credit assets.

The revised guideline will first appear in the fund’s shareholder reports starting with the annual report on Form N-CSR for the 12‑month period ended June 30, 2026. The filing does not change the fund’s structure, but broadens the types and amounts of loans it may hold.

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Insights

PGP broadens its mandate to allow unlimited senior floating-rate loans.

PIMCO Global StocksPLUS & Income Fund is now permitted to invest without limitation in senior floating-rate loans to business borrowers. These instruments typically pay interest that adjusts with reference rates, so portfolio income can move with prevailing short-term rates.

The change may alter PGP’s interest-rate sensitivity and credit profile, depending on how much of the portfolio ultimately shifts into such loans. Future shareholder reports, beginning with the Form N-CSR for the period ended June 30, 2026, will show how extensively the fund uses this expanded flexibility.

Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Guideline effective date July 24, 2026 Date new investment guideline permitting unlimited senior floating-rate loans begins
First report period 12-months ended June 30, 2026 First Form N-CSR annual report to reflect disclosure change
senior float-rate loans financial
"permitted to invest without limitation in senior float-rate loans made to corporations"
emerging growth company regulatory
"405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 ... Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
Form N-CSR regulatory
"shareholder report on Form N-CSR for the 12-month reporting period ended June 30, 2026"
Form N-CSR is a regulatory filing that U.S.-registered investment funds use to deliver certified shareholder reports to regulators and the public, including audited financial statements, a snapshot of portfolio holdings, fee and performance information, and governance disclosures. For investors it acts like a fund’s report card and safety check—providing verified details needed to assess a fund’s financial health, costs, holdings and compliance so you can compare funds, monitor risks and spot red flags.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What investment change did PIMCO Global StocksPLUS & Income Fund (PGP) disclose?
PIMCO Global StocksPLUS & Income Fund now may invest without limitation in senior floating-rate loans to corporations, partnerships and other business entities. Previously, this exposure was constrained by guidelines, so the update broadens the types and amounts of loans the fund can hold.

When does PIMCO Global StocksPLUS & Income Fund’s new loan guideline take effect?
The new guideline for PIMCO Global StocksPLUS & Income Fund becomes effective on July 24, 2026. From that date, the fund is permitted to invest without limitation in senior floating-rate loans as part of its regular portfolio management strategy.

How will PGP shareholders first see disclosure of the new investment guideline?
Disclosure of the new guideline will appear in PIMCO Global StocksPLUS & Income Fund’s shareholder reports, starting with the annual report on Form N-CSR for the 12‑month reporting period ended June 30, 2026, providing detail on portfolio implementation.

What type of securities are mentioned in the PGP investment guideline change?
The guideline specifically references senior floating-rate loans made to corporations, partnerships and other business entities. These are typically secured loans with interest rates that reset periodically, affecting the fund’s interest-rate exposure depending on allocation levels.
false 0001318025 0001318025 2026-06-24 2026-06-24

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(D)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported) June 24, 2026

PIMCO Global StocksPLUS & Income Fund

(Exact Name of Registrant as Specified in Its Charter)

Massachusetts

(State or Other Jurisdiction of Incorporation)

 

811-21734   20-2726382
(Commission File Number)   (IRS Employer Identification No.)
1633 Broadway, New York, NY   10019
(Address of Principal Executive Offices)   (Zip Code)

(844) 337-4626

(Registrant’s Telephone Number, Including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)  

Name of each exchange on which

registered

Common shares   PGP   New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01 Other Events.

Investment Guideline Change

Effective as of July 24, 2026, PIMCO Global StocksPLUS & Income Fund (the “Fund”) is permitted to invest without limitation in senior float-rate loans made to corporations, partnerships and other business entities.

The disclosure change will be reflected in the Fund’s shareholder reports beginning with the Fund’s annual shareholder report on Form N-CSR for the 12-month reporting period ended June 30, 2026.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

PIMCO Global StocksPLUS & Income Fund

By:

  

/s/ Ryan G. Leshaw

Name:

  

Ryan G. Leshaw

Title:

  

Chief Legal Officer and Secretary

Date: June 24, 2026

Source: View Original Filing on SEC EDGAR

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