Oakmont Partners »

Pimco shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners investment in Pimco

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.0M 336k 26.68

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (BIL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oakmont Partners

Top funds holding Pimco

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

View all funds holding Pimco