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Pimco shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $20M 738k 26.52
2026-03-31 $4.3M 164k 26.20
2025-12-31 $3.9M 145k 26.68
2025-09-30 $1.8M 66k 26.84
2025-06-30 $375k 14k 26.54

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Top funds holding Pimco

Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
Wells Fargo & Company
Raymond James Financial
AE Wealth Management
Pure Financial Advisors
Retirement Planning Group
Advance Capital Management
Goss Wealth Management

View all funds holding Pimco