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Pimco shares owned by Change Path

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Change Path

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.3M 168k 25.64
2024-03-31 $4.1M 160k 25.76

More positions owned by Change Path

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Change Path

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC
Kelman-Lazarov
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners

View all funds holding Pimco