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Pimco shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 49k 26.65
2024-06-30 $727k 28k 25.64
2024-03-31 $2.4M 93k 25.76
2023-12-31 $3.3M 129k 25.67

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View all positions for Private Advisor

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco