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Pimco shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 1.0M 26.84
2025-06-30 $23M 851k 26.54
2025-03-31 $9.3M 352k 26.35

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alps Etf Tr Alerian Mlp (AMLP)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Aprio Wealth Management

Top funds holding Pimco

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

View all funds holding Pimco