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Pimco shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $532k 20k 26.68

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr U.s. Finls Etf (IYF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Consum Discre (IYC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
PNC Financial Services (PNC)
Target Corporation (TGT)
Medtronic SHS (MDT)
Merck & Co (MRK)

View all positions for Advisortrust Partners

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