Trajan Wealth »

Pimco shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $16M 626k 25.92
2024-09-30 $16M 589k 26.65

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Fiserv (FI)
Booking Holdings (BKNG)
Spinnaker Etf Series Trajan Wealth (TWIO)
Enbridge (ENB)

View all positions for Trajan Wealth

Top funds holding Pimco

LPL Financial
Retirement Planning Group
Bank of America Corporation
Morgan Stanley
Sequoia Financial Advisors
Goss Wealth Management
AE Wealth Management
HighTower Advisors
Krilogy Financial
Envestnet Asset Management
TruWealth Advisors
Falcon Wealth Planning
Independent Advisor Alliance
Family Investment Center
JSF Financial

View all funds holding Pimco