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Pimco shares owned by Reuter James Wealth Management

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Reuter James Wealth Management from 13F filings

Historical chart of Reuter James Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Reuter James Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 10k 26.84
2025-06-30 $297k 11k 26.54
2025-03-31 $482k 18k 26.35
2024-12-31 $331k 13k 25.92
2024-09-30 $340k 13k 26.65
2024-06-30 $329k 13k 25.64

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Exxon Mobil Corporation (XOM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Dividend Growe Shs Etf (CGDG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Microsoft Corporation (MSFT)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Reuter James Wealth Management

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