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Pimco shares owned by Investment Advisory Group

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

Historical chart of Investment Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $698k 26k 26.84
2025-06-30 $554k 21k 26.54
2025-03-31 $455k 17k 26.35
2024-12-31 $397k 15k 25.92

More positions owned by Investment Advisory Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Investment Advisory Group

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