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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

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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
2025-09-30 $28M 1.0M 26.84
2025-06-30 $27M 1.0M 26.54
2025-03-31 $26M 999k 26.35
2024-12-31 $24M 931k 25.92
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)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for Berger Financial Group

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