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Pimco shares owned by PAX Financial Group

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

Historical chart of PAX Financial Group investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by PAX Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.8M 226k 25.92
2024-09-30 $4.8M 180k 26.65
2024-06-30 $2.9M 113k 25.64
2024-03-31 $1.7M 65k 25.76

More positions owned by PAX Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Apple (AAPL)

View all positions for PAX Financial Group

Top funds holding Pimco

LPL Financial
Retirement Planning Group
Bank of America Corporation
Morgan Stanley
Sequoia Financial Advisors
Goss Wealth Management
AE Wealth Management
HighTower Advisors
Krilogy Financial
Envestnet Asset Management
TruWealth Advisors
Falcon Wealth Planning
Independent Advisor Alliance
Family Investment Center
JSF Financial

View all funds holding Pimco