Williams & Novak »

Pimco shares owned by Williams & Novak

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Williams & Novak from 13F filings

Historical chart of Williams & Novak investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.5M 214k 25.64

More positions owned by Williams & Novak

Sypris Solutions (SYPR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Silver Tr Ishares (SLV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Ishares Msci Gbl Gold Mn (RING)
Ishares Tr International Sl (ISCF)
Pimco CA Municipal Income Fund (PCQ)
Pimco Equity Ser Rafi Dyn Multi (MFDX)

View all positions for Williams & Novak

Top funds holding Pimco

Sequoia Financial Advisors
HighTower Advisors
Retirement Planning Group
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
WCG Wealth Advisors
Berger Financial Group
TCG Advisory Services
Kelman-Lazarov
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners

View all funds holding Pimco