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Pimco shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $593k 22k 26.59

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View all positions for 4wealth Advisors

Top funds holding Pimco

Bank of America Corporation
Morgan Stanley
LPL Financial
Charles Schwab Investment Management
Sequoia Financial Advisors
Envestnet Asset Management
HighTower Advisors
AE Wealth Management
Advance Capital Management
Wells Fargo & Company
Raymond James Financial
Retirement Planning Group
Goss Wealth Management
CWM
UBS Group

View all funds holding Pimco