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Pimco shares owned by Jessup Wealth Management

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

Historical chart of Jessup Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Jessup Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $723k 27k 26.68
2025-09-30 $274k 10k 26.84

More positions owned by Jessup Wealth Management

Amazon.com Common Stock (AMZN)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
SPDR Bloomberg Barclays High yield Bond ETF Etf (JNK)
Tesla Common Stock (TSLA)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
Alibaba Group Holding Common Stock (BABA)
Kkr & Co Common Stock (KKR)
Advanced Micro Devices Common Stock (AMD)
UnitedHealth Group Common Stock (UNH)
Vanguard Extended Market Index Fund ETF Shares Etf (VXF)
Invesco China Technology ETF Etf (CQQQ)
Equitable Holdings Common Stock (EQH)
Merck & Co Common Stock (MRK)

View all positions for Jessup Wealth Management

Top funds holding Pimco

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

View all funds holding Pimco