Lake Street Financial »

Pimco shares owned by Lake Street Financial

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

Historical chart of Lake Street Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Lake Street Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 99k 26.65
2024-06-30 $1.7M 67k 25.64

More positions owned by Lake Street Financial

Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
First Tr Exchange Traded First Tr Enh New (FTSM)
Amazon (AMZN)
Wisdontree Tr India Erngs Fd (EPI)
Graniteshares Gold Tr Shs Ben Int (BAR)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
JPMorgan Chase & Co. (JPM)

View all positions for Lake Street Financial

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco