Pimco shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Pimco
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All positions including Pimco held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pimco by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 443k | 26.84 |
| 2025-06-30 | $9.5M | 356k | 26.54 |
| 2025-03-31 | $8.0M | 302k | 26.35 |
| 2024-12-31 | $6.7M | 259k | 25.92 |
| 2024-09-30 | $5.0M | 187k | 26.65 |
| 2024-06-30 | $3.0M | 118k | 25.64 |
| 2024-03-31 | $1.7M | 68k | 25.76 |