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Pimco shares owned by Asset Advisory Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Asset Advisory Group from 13F filings

Historical chart of Asset Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Asset Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Asset Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7M 254k 26.20

More positions owned by Asset Advisory Group

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Key (KEY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Tesla Motors (TSLA)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)

View all positions for Asset Advisory Group

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
TruWealth Advisors
CWM
Krilogy Financial
Advocacy Wealth Management Services
WCG Wealth Advisors

View all funds holding Pimco