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Pimco shares owned by Private Advisory

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

Historical chart of Private Advisory investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Private Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.9M 300k 26.20

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Top funds holding Pimco

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

View all funds holding Pimco