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Pimco shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $514k 19k 26.68
2025-06-30 $206k 7.8k 26.54
2025-03-31 $241k 9.2k 26.35
2024-12-31 $268k 10k 25.92
2024-09-30 $582k 22k 26.47
2024-06-30 $517k 20k 25.50
2024-03-31 $457k 18k 25.33

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Microsoft Corporation (MSFT)
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View all positions for Swisher Financial Concepts

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Raymond James Financial
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco