PIMCO Global StocksPLUS Fund updates 80% policy

PIMCO Global StocksPLUS & Income Fund reported that its Board of Trustees approved a change to the fund’s 80% investment policy on June 23, 2026.

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Form Type

8-K

Rhea-AI Filing Summary

PIMCO Global StocksPLUS & Income Fund reported that its Board of Trustees approved a change to the fund’s 80% investment policy on June 23, 2026. Effective August 28, 2026, the fund will normally invest at least 80% of its net assets, plus any investment borrowings, in a global portfolio of equity and/or income-producing investments.

The filing clarifies that “Stocks” in the fund’s name includes common and preferred shares, depositary receipts, and related rights and warrants. It also expands on what qualifies as income-producing investments, including fixed income instruments, dividend-paying equities, and various derivatives structured to generate income.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Key Figures

Investment policy threshold: 80% of net assets Policy approval date: June 23, 2026 Effective date: August 28, 2026

3 metrics

Investment policy threshold 80% of net assets Minimum allocation to global equity and income-producing investments after August 28, 2026

Policy approval date June 23, 2026 Date Board of Trustees approved change to 80% investment policy

Effective date August 28, 2026 Date revised 80% investment policy becomes effective

Key Terms

80% investment policy, Fixed Income Instrument, 1940 Act, derivatives, +1 more

5 terms

80% investment policy financial

"the Board of Trustees approved a change to the Fund’s 80% investment policy"

Fixed Income Instrument financial

"Income-producing investments may include income-producing Fixed Income Instrument investments"

1940 Act regulatory

"to the extent permitted by the 1940 Act, the rules thereunder or any exemptive relief therefrom"

A U.S. federal law that serves as the rulebook for investment funds, setting standards for how pooled money must be organized, managed and reported. It requires funds to register, provide clear disclosures about fees and holdings, keep independent oversight, and limit risky practices so investors can understand what they own and how their money is handled. For investors, it reduces the chance of fraud or hidden risks—think of it as basic consumer protection and transparency rules for mutual funds and similar vehicles.

derivatives financial

"including any derivatives position that produces income or the sale of which produces a premium payment"

Derivatives are financial contracts whose value depends on the price or performance of another asset, such as a stock, bond, commodity, currency or interest rate. Investors use them to hedge against risk, to speculate on future price moves, or to gain exposure without owning the asset — like buying insurance or placing a leveraged bet — so they can both protect portfolios and magnify gains or losses, affecting risk and market liquidity.

depositary receipts financial

"including common and preferred stock, as well as depositary receipts and rights and warrants"

A depositary receipt is a certificate issued by a bank that represents ownership of shares in a foreign company and can be bought and sold on a local stock exchange. Think of it as a proxy share held in a safe abroad so investors can trade and receive dividends in their own market and currency, making it easier to access foreign companies while exposing investors to the issuer’s underlying business and cross‑border risks.

FAQ

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

What policy change did PIMCO Global StocksPLUS (PGP) announce?

PIMCO Global StocksPLUS & Income Fund approved a change to its 80% investment policy. The fund will normally keep at least 80% of its net assets, plus investment borrowings, in a global mix of equity and income-producing investments, refining how its name-linked strategy is described.

When does the new 80% investment policy for PGP take effect?

The revised 80% investment policy becomes effective on August 28, 2026. From that date, the fund intends to invest at least 80% of its net assets, plus borrowings for investment purposes, in global equity and income-producing securities as described in the updated policy.

What does the 80% investment policy mean for PGP shareholders?

The 80% policy ties most fund assets to its stated equity and income strategy. At least 80% of net assets, plus investment borrowings, will be in a global portfolio of equity and income-producing investments, helping align portfolio holdings with the fund’s name and primary investment focus.

How does PIMCO Global StocksPLUS (PGP) define "Stocks" in its name?

“Stocks” refers broadly to equity securities representing ownership in an issuer. This includes common stock, preferred stock, depositary receipts, and rights and warrants relating to those equity securities, providing flexibility in how the fund gains equity exposure within its 80% policy.

What types of income-producing investments can PGP hold under the new policy?

Income-producing investments can include fixed income instruments and dividend-paying equities. They also encompass derivatives on these securities, derivatives providing exposure to other income-producing instruments, and structures designed to generate income or premium payments, to the extent permitted by the 1940 Act and related rules.

Can PIMCO Global StocksPLUS (PGP) use derivatives in its 80% allocation?

Yes, the fund may use various derivatives within its income-producing allocation. These include derivatives on fixed income instruments and equity securities, as well as other derivative positions structured to produce income or premiums, subject to the Investment Company Act of 1940 and applicable relief.

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

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Accepted by SEC EDGAR 06/24/2026 - 01:26 PM

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 23, 2026

PIMCO Global StocksPLUS^® & Income Fund

(Exact Name of Registrant as Specified in Its Charter)

Massachusetts

811-21734

20-2726382

(State or other jurisdiction

of incorporation)

(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)

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.

On June 23, 2026, the Board of Trustees approved a change to the Fund’s 80% investment policy. Effective August 28, 2026, the Fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a global portfolio of equity and/or income-producing investments.

“Stocks” as used in the Fund’s name refers to equity securities representing an ownership interest in an issuer, including common and preferred stock, as well as depositary receipts and rights and warrants relating to such equity securities.

Income-producing investments may include income-producing Fixed Income Instrument investments, dividend-paying equity securities, derivatives on either of the foregoing, derivatives providing exposure to other types of income-producing instruments, and any other instrument or arrangement that is structured to produce income, including any derivatives position that produces income or the sale of which produces a premium payment.

Fixed Income Instrument investments include:

●

securities issued or guaranteed by the U.S. Government, its agencies or government-sponsored enterprises (“U.S. Government Securities”);

●

corporate debt securities of U.S. and non-U.S. issuers, including convertible securities and corporate commercial paper;

●

mortgage-backed and other asset-backed securities;

●

inflation-indexed bonds issued both by governments and corporations;

●

structured notes, including hybrid or “indexed” securities and event-linked bonds;

●

bank capital and trust preferred securities;

●

loans, including participations in and assignments thereof;

●

delayed draw and delayed funding loans and revolving credit facilities;

●

bank certificates of deposit, fixed time deposits and bankers’ acceptances;

●

repurchase agreements on Fixed Income Instruments and reverse repurchase agreements on Fixed Income Instruments;

●

debt securities issued by states or local governments and their agencies, authorities and other government-sponsored enterprises;

●

obligations of non-U.S. governments or their subdivisions, agencies and government-sponsored enterprises; and

●

obligations of international agencies or supranational entities.

Securities issued by U.S. Government agencies or government-sponsored enterprises may not be guaranteed by the U.S. Treasury.

The Fund, to the extent permitted by the 1940 Act, the rules thereunder or any exemptive relief therefrom, may invest in derivatives based on Fixed Income Instruments.

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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