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Pimco shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $104M 3.9M 26.84
2025-06-30 $68M 2.6M 26.54
2025-03-31 $63M 2.4M 26.35
2024-12-31 $47M 1.8M 25.92

More positions owned by TruWealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for TruWealth Advisors

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