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Pimco shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $857k 32k 26.88
2025-06-30 $851k 32k 26.43
2025-03-31 $867k 33k 26.35
2024-12-31 $855k 33k 25.92

More positions owned by Fortis Group Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Portfolio MF Closed and MF Open (SPLG)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares 20 MF Closed and MF Open (TLT)
Ishares Russell MF Closed and MF Open (IWO)
Amazon Common Stock (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Common Stock (GOOGL)

View all positions for Fortis Group 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