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Pimco shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $415k 16k 26.68
2025-09-30 $376k 14k 26.84
2025-06-30 $303k 11k 26.54
2024-03-31 $111k 4.3k 25.76

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Raymond James Financial
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco