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Pimco shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 100k 26.68
2025-09-30 $885k 33k 26.84
2025-06-30 $543k 21k 26.54
2024-12-31 $218k 8.4k 25.92

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Gold Tr Ishares New (IAU)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Trademark Financial Management

Top funds holding Pimco

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

View all funds holding Pimco