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Pimco shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 762k 25.67

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
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View all positions for Captrust Financial Advisors

Top funds holding Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Kelman-Lazarov
Wells Fargo & Company
Orion Portfolio Solutions
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth

View all funds holding Pimco