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Pimco shares owned by Safeguard Investment Advisory Group

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

Historical chart of Safeguard Investment Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $342k 13k 26.52

More positions owned by Safeguard Investment Advisory Group

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us High Prof Etf (DUHP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Health Car Etf (VHT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr U.s. Med Dvc Etf (IHI)
Micron Technology (MU)

View all positions for Safeguard Investment Advisory Group

Top funds holding Pimco

Bank of America Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
Wells Fargo & Company
Raymond James Financial
AE Wealth Management
Pure Financial Advisors
Retirement Planning Group
Advance Capital Management
Goss Wealth Management

View all funds holding Pimco