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
Download as csvQuarterly 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 |