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
Download as csvQuarterly reported holdings in Pimco by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $6.4M | 240k | 26.52 |
| 2026-03-31 | $3.1M | 118k | 26.20 |
| 2025-12-31 | $2.7M | 103k | 26.81 |
| 2025-09-30 | $1.4M | 54k | 26.84 |
More positions owned by Mount Yale Investment Advisors
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