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Pimco shares owned by Money Matters Financial

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Money Matters Financial from 13F filings

Historical chart of Money Matters Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Money Matters Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Money Matters Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $33M 1.2M 26.68

More positions owned by Money Matters Financial

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Ishares Russell 1000 Growth Etf Etf (IWF)
State Street Financial Select Sector Spdr Etf Etf (XLF)
State Street Health Care Select Sector Spdr Etf Etf (XLV)
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
State Street Industrial Select Sector Spdr Etf Etf (XLI)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Money Matters Financial

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco