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Pimco shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $58M 2.2M 26.84

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View all positions for Summit 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