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Pimco shares owned by Wilkerson Advisory Group

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Wilkerson Advisory Group from 13F filings

Historical chart of Wilkerson Advisory Group investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Wilkerson Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 462k 26.20

More positions owned by Wilkerson Advisory Group

State Street Spdr S&p 500 Etf Etf (SPY)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding Pimco

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

View all funds holding Pimco