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Pimco shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0M 186k 26.68
2025-09-30 $4.5M 168k 26.84
2025-06-30 $1.8M 68k 26.54

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares USA Quality Fctr Etf (QUAL)
Alphabet Inc Class A cs (GOOGL)
Vanguard Index Funds EXTEND MK Etf (VXF)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
iShares Russell 1000 Growth ET Etf (IWF)
Amphenol Corporation (APH)
iShares Russell 1000 Val ETF Etf (IWD)
Berkshire Hathaway (BRK.B)
Vanguard Total Bond Mkt Etf (BND)
Pepsi (PEP)

View all positions for SlateStone Wealth

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco