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Pimco shares owned by RFG Advisory

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

Historical chart of RFG Advisory investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 23k 26.65
2024-06-30 $361k 14k 25.64
2024-03-31 $356k 14k 25.76
2023-12-31 $349k 14k 25.67

More positions owned by RFG Advisory

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)

View all positions for RFG Advisory

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