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Pimco shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 239k 26.84
2025-06-30 $6.2M 235k 26.38

More positions owned by O'Connor Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Eventide Us Market Etf Etf (ESUM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan International Etf Etf (TPIF)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Markets Etf Etf (DFEM)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)

View all positions for O'Connor Financial Group

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