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Pimco shares owned by JSF Financial

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

Historical chart of JSF Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by JSF Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 12k 26.84
2025-06-30 $628k 24k 26.54
2025-03-31 $823k 31k 26.35
2024-12-31 $28M 1.1M 25.92

More positions owned by JSF Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for JSF Financial

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