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Pimco shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 103k 26.81
2025-09-30 $1.4M 54k 26.84

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Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Comcast Corp Cl A (CMCSA)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Mount Yale Investment Advisors

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