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Pimco shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 326k 26.84
2025-06-30 $8.3M 311k 26.54
2025-03-31 $7.2M 275k 26.35
2024-12-31 $5.8M 225k 25.92
2024-09-30 $5.0M 188k 26.65

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Rbb Fund Trust First Eagle Over (FEOE)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

Top funds holding Pimco

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View all funds holding Pimco