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Pimco shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $729k 27k 26.84
2025-06-30 $740k 28k 26.54
2025-03-31 $973k 37k 26.35
2024-12-31 $660k 26k 25.92
2024-09-30 $695k 26k 26.65
2024-06-30 $676k 26k 25.64

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Gap (GAP)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

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