Pimco shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Pimco
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All positions including Pimco held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pimco by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 567k | 26.84 |
| 2025-06-30 | $14M | 541k | 26.54 |
| 2025-03-31 | $14M | 511k | 26.35 |
| 2024-12-31 | $13M | 485k | 26.04 |
| 2024-09-30 | $11M | 429k | 26.65 |
| 2024-06-30 | $5.5M | 216k | 25.64 |
| 2024-03-31 | $3.0M | 115k | 25.76 |