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Pimco shares owned by Apella Capital

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

Historical chart of Apella Capital investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $321k 12k 26.34
2025-03-31 $311k 12k 25.87
2024-12-31 $302k 12k 25.92
2024-09-30 $709k 27k 26.53

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Mega Cap Index (MGC)

View all positions for Apella Capital

Top funds holding Pimco

LPL Financial
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
Advance Capital Management
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
Wealth Enhancement Advisory Services
CWM

View all funds holding Pimco