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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
2024-03-31 $23M 907k 25.76

More positions owned by Berger Financial Group

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

View all positions for Berger Financial Group

Top funds holding Pimco

Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
HighTower Advisors
Wealth Alliance Advisory Group
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Beta Wealth
Wealth Enhancement Advisory Services
Aveo Capital Partners
Fortress Wealth Management
Astor Investment Management
Cambridge Investment Research Advisors
Family Investment Center
Financial Futures Ltd Liability

View all funds holding Pimco