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Pimco shares owned by Blue Oak Capital

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Blue Oak Capital from 13F filings

Historical chart of Blue Oak Capital investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Blue Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Blue Oak Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.8M 257k 26.54
2025-03-31 $5.7M 216k 26.35
2024-12-31 $3.6M 140k 26.05

More positions owned by Blue Oak Capital

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Global Sustaina (DFSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Blue Oak Capital

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco