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Pimco shares owned by CI Private Wealth

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $25M 935k 26.81
2025-09-30 $8.1M 304k 26.84
2025-06-30 $3.5M 133k 26.54
2025-03-31 $232k 8.8k 26.35

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Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco