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Pimco shares owned by Symphony Financial Services

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

Historical chart of Symphony Financial Services investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Symphony Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 590k 26.84
2025-06-30 $15M 547k 26.54
2025-03-31 $15M 550k 26.35
2024-12-31 $5.6M 216k 25.92
2024-09-30 $5.8M 218k 26.65

More positions owned by Symphony Financial Services

Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange Traded Nasdaq Cyb Etf (BUFR)
Principal Exchange Traded Us Mega Cp Etf (USMC)
First Tr Exchange Traded Ft Cboe Vest S& (KNG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Global X Fds Us Infr Dev Etf (PAVE)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)
First Tr Exchange Traded Etf (AIRR)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)

View all positions for Symphony Financial Services

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