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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
2024-09-30 $10M 389k 26.65
2024-06-30 $4.3M 168k 25.64
2024-03-31 $4.1M 160k 25.76

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Change Path

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco