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Pimco shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $47k 1.8k 26.35

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Pimco

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

View all funds holding Pimco