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Pimco shares owned by D.B. Root & Company

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 1.0M 26.84
2025-06-30 $3.3M 126k 26.54
2025-03-31 $205k 7.8k 26.35

More positions owned by D.B. Root & Company

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Innovator Etfs Trust Buffer Step Up S (BSTP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dick's Sporting Goods (DKS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for D.B. Root & Company

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco