Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Confluence Wealth Services »

Pimco shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Pimco by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$63M	2.4M	26.68
2025-06-30	$1.5M	55k	26.54
2025-03-31	$1.4M	55k	25.87

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional International Value Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Pimco

HighTower Advisors

Sequoia Financial Advisors

Envestnet Asset Management

AE Wealth Management

Retirement Planning Group

Advance Capital Management

Goss Wealth Management

TruWealth Advisors

Raymond James Financial

Krilogy Financial

Gr Financial Group

Advocacy Wealth Management Services

View all funds holding Pimco

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z