Stage Harbor Financial »

Pimco shares owned by Stage Harbor Financial

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Stage Harbor Financial from 13F filings

Historical chart of Stage Harbor Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Stage Harbor Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $563k 21k 26.84
2025-06-30 $557k 21k 26.54
2025-03-31 $620k 24k 26.35
2024-12-31 $636k 25k 25.92
2024-09-30 $637k 24k 26.31
2024-06-30 $620k 24k 25.64

More positions owned by Stage Harbor Financial

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Dimensional Us (DXUV)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

View all positions for Stage Harbor Financial

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
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