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Pimco shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 465k 26.84
2025-06-30 $7.7M 291k 26.54
2025-03-31 $7.1M 270k 26.35
2024-12-31 $5.7M 218k 25.92

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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