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Pimco shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 127k 26.65
2024-06-30 $3.3M 128k 25.64
2024-03-31 $1.5M 60k 25.76

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Fs Kkr Capital Corp (FSK)
Meta Platforms Cl A (META)
Spotify Technology S A SHS (SPOT)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

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