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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
2025-09-30 $685k 26k 26.54
2025-06-30 $685k 26k 26.54
2025-03-31 $378k 14k 26.35
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)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust 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)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Summit Investment Advisory Services

Top funds holding Pimco

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Gr Financial Group
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CWM

View all funds holding Pimco