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Pimco shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 12k 26.65

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
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Vaneck Etf Trust Ig Floating Rate (FLTR)
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Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Wisdomtree Tr Us Midcap Divid (DON)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

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