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Pimco Energy & Tactical shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Energy & Tactical by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 367k 23.59
2024-06-30 $9.4M 422k 22.28
2024-03-31 $10M 493k 21.21
2023-12-31 $9.0M 438k 20.48

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Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Pimco Energy & Tactical

Saba Capital Management
Rivernorth Capital Management
Thomas J. Herzfeld Advisors
Morgan Stanley
Williams Jones Wealth Management
Cohen & Steers Capital Management
Royal Bank of Canada
Envestnet Asset Management
Stifel Financial
Advisors Asset Management
Bank of America Corporation
Pathstone Holdings
Hollencrest Securities
Atlas Wealth
Kovitz Investment Group Partners

View all funds holding Pimco Energy & Tactical