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Pimco shares owned by XML Financial

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

Historical chart of XML Financial investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by XML Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.5M 320k 26.68

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Apple (AAPL)
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Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
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PIMCO Corporate Opportunity Fund (PTY)
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Spdr Series Trust State Street Spd (CWB)

View all positions for XML Financial

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
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco