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Pimco shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 123k 26.20
2025-12-31 $1.8M 69k 26.68
2025-09-30 $643k 24k 26.84
2025-06-30 $579k 22k 26.39
2025-03-31 $558k 21k 26.26
2024-12-31 $245k 9.5k 25.92