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Pimco shares owned by Talisman Wealth Advisors

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Talisman Wealth Advisors from 13F filings

Historical chart of Talisman Wealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Talisman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 94k 26.84
2025-06-30 $1.9M 71k 26.54
2025-03-31 $1.9M 71k 26.35

More positions owned by Talisman Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)

View all positions for Talisman Wealth Advisors

Top funds holding Pimco

LPL Financial
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
AE Wealth Management
Retirement Planning Group
Advance Capital Management
Goss Wealth Management
CWM
TruWealth Advisors
Raymond James Financial
Krilogy Financial
UBS Group
Gr Financial Group
Advocacy Wealth Management Services

View all funds holding Pimco