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Pimco shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $829k 32k 26.36
2024-12-31 $1.1M 41k 26.05

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

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