WESPAC Advisors SoCal »

Pimco shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 385k 26.20
2025-12-31 $8.9M 334k 26.68
2025-09-30 $8.7M 324k 26.84

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Ene (XLE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (XAR)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
NVIDIA Corporation (NVDA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Welltower Inc Com reit (WELL)

View all positions for WESPAC Advisors SoCal

Top funds holding Pimco

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

View all funds holding Pimco