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PIMCO Short Term Mncpl shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Short Term Mncpl by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 91k 50.57
2025-06-30 $4.6M 91k 50.17
2025-03-31 $4.2M 85k 50.02
2024-12-31 $3.9M 78k 49.84
2023-03-31 $249k 5.0k 49.78

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View all positions for MAI Wealth Advisors

Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Stonebridge Financial Group
Jpmorgan Chase & Co
Captrust Financial Advisors
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Cetera Investment Advisers
CWM
Sagespring Wealth Partners
LPL Financial
Biltmore Wealth Management
TD Capital Management
Advisor Group Holdings
Raymond James Financial
Wells Fargo & Company

View all funds holding PIMCO Short Term Mncpl