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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
2024-03-31 $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)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)
Apple (AAPL)

View all positions for RFG Advisory

Top funds holding Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth
Precision Wealth Strategies
Wealth Enhancement Advisory Services
Fortress Wealth Management

View all funds holding Pimco