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Pimco shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 344k 26.84
2025-06-30 $7.4M 281k 26.54
2025-03-31 $4.4M 167k 26.35
2024-12-31 $2.0M 79k 25.92
2024-09-30 $1.7M 65k 26.65
2024-06-30 $1.6M 61k 26.10
2024-03-31 $753k 30k 25.28

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View all positions for EverSource Wealth Advisors

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