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Pimco shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.3k 126 26.52

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Pimco

Bank of America Corporation
Morgan Stanley
LPL Financial
Charles Schwab Investment Management
Sequoia Financial Advisors
Envestnet Asset Management
HighTower Advisors
AE Wealth Management
Retirement Planning Group
Advance Capital Management
Wells Fargo & Company
Raymond James Financial
Goss Wealth Management
CWM
UBS Group

View all funds holding Pimco