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Pimco shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $51M 1.9M 26.84
2025-06-30 $43M 1.6M 26.54
2025-03-31 $38M 1.4M 26.35
2024-12-31 $21M 810k 25.92
2024-09-30 $8.2M 306k 26.65
2024-06-30 $4.1M 161k 25.64
2023-12-31 $20M 762k 25.67

More positions owned by Captrust Financial Advisors

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Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco