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
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Quarterly reported holdings in Pimco by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $796k | 30k | 26.84 |
| 2025-06-30 | $712k | 27k | 26.54 |
| 2025-03-31 | $719k | 27k | 26.35 |
| 2024-12-31 | $351k | 14k | 25.92 |
| 2024-09-30 | $327k | 12k | 26.65 |