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Pimco shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $255k 9.5k 26.68

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Dj Glbl Divid (FGD)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPHY)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Stonebridge Financial Planning Group

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