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Pimco shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $369k 14k 26.52

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Pimco

Bank of America Corporation
Morgan Stanley
LPL Financial
Charles Schwab Investment Management
Sequoia Financial Advisors
Envestnet Asset Management
HighTower Advisors
AE Wealth Management
Advance Capital Management
Wells Fargo & Company
Raymond James Financial
Retirement Planning Group
Goss Wealth Management
CWM
UBS Group

View all funds holding Pimco