Pimco shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Pimco
Tip: Access up to 7 years of quarterly data
All positions including Pimco held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pimco by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 594k | 26.84 |
| 2025-06-30 | $27M | 998k | 26.54 |
| 2025-03-31 | $37M | 1.4M | 26.35 |
| 2024-12-31 | $4.8M | 184k | 25.92 |
| 2024-09-30 | $4.6M | 171k | 26.65 |
| 2024-06-30 | $4.0M | 157k | 25.64 |
| 2024-03-31 | $4.0M | 157k | 25.76 |
| 2023-12-31 | $13M | 486k | 25.67 |