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Pimco shares owned by NavPoint Financial

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

Historical chart of NavPoint Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by NavPoint Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 54k 26.84
2025-06-30 $738k 28k 26.54
2025-03-31 $333k 13k 26.35
2024-12-31 $202k 7.8k 25.92

More positions owned by NavPoint Financial

World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for NavPoint Financial

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