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Pimco shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 919k 26.65
2024-03-31 $23M 907k 25.76

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Us Aggbd Et (AGG)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Amazon (AMZN)

View all positions for Berger Financial Group

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC
Kelman-Lazarov

View all funds holding Pimco