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Pimco shares owned by Summit Investment Advisory Services

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

Historical chart of Summit Investment Advisory Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $303k 12k 25.92
2024-09-30 $201k 7.6k 26.65

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Fidelity Covington Trust Enhanced Small (FESM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Min Vol (USMV)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

Top funds holding Pimco

LPL Financial
Retirement Planning Group
Bank of America Corporation
Morgan Stanley
Sequoia Financial Advisors
Goss Wealth Management
AE Wealth Management
HighTower Advisors
Krilogy Financial
Envestnet Asset Management
TruWealth Advisors
Falcon Wealth Planning
Independent Advisor Alliance
Family Investment Center
JSF Financial

View all funds holding Pimco