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Pimco shares owned by Advisor OS

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 416k 26.68

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Global X Fds 1-3 Month T-bill (CLIP)
Advisors Inner Circle Fd Iii Brown Advisory (BASG)
Northrop Grumman Corporation (NOC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Advisor OS

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco