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Pimco shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 137k 25.92
2024-09-30 $2.6M 99k 26.65

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View all positions for TrinityPoint 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