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Pimco shares owned by Sovran Advisors

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

Historical chart of Sovran Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $430k 16k 26.91
2025-06-30 $435k 17k 26.31
2025-03-31 $235k 9.1k 25.85

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Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran Advisors

Top funds holding Pimco

LPL Financial
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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