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Pimco shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $587k 22k 26.82
2025-06-30 $316k 12k 26.54
2025-03-31 $299k 12k 26.04
2024-12-31 $270k 10k 26.05
2024-09-30 $262k 10k 26.27

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American Centy Etf Tr Avantis Us Mid C (AVMC)
Ishares Tr Rus 1000 Etf (IWB)
Servicenow (NOW)

View all positions for Palo Alto Wealth Advisors

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