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Pimco shares owned by White & Co Financial Planning

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by White & Co Financial Planning from 13F filings

Historical chart of White & Co Financial Planning investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by White & Co Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by White & Co Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 129k 26.20

More positions owned by White & Co Financial Planning

Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)

View all positions for White & Co Financial Planning

Top funds holding Pimco

Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Advance Capital Management
Wells Fargo & Company
Retirement Planning Group
Raymond James Financial
UBS Group
United Capital Financial Advisers
TruWealth Advisors
CWM

View all funds holding Pimco