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Pimco shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 174k 26.20
2025-12-31 $4.3M 163k 26.68
2025-09-30 $227k 8.5k 26.72
2025-06-30 $455k 17k 26.50

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View all positions for NewEdge Wealth

Top funds holding Pimco

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

View all funds holding Pimco