Private Trust Co Na »

Pimco shares owned by Private Trust Co Na

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

Historical chart of Private Trust Co Na investment in Pimco

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

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Quarterly reported holdings in Pimco by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 42k 26.84
2025-06-30 $384k 15k 26.54
2025-03-31 $472k 18k 26.35
2024-12-31 $346k 13k 25.92
2024-09-30 $310k 12k 26.65
2024-06-30 $94k 3.7k 25.64

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
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Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
iShares S&P 500 Index (IVV)
Broadcom (AVGO)
Invesco Qqq Trust Series 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
Alphabet Inc Class C cs (GOOG)
Abbvie (ABBV)
SPDR DJ Wilshire Large Cap Growth (SPYG)

View all positions for Private Trust Co Na

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