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PIMCO Short Term Mncpl shares owned by Oak Wealth Advisors

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

Historical chart of Oak 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 Oak 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $788k 16k 50.44
2025-09-30 $816k 16k 50.57
2025-06-30 $834k 17k 50.17

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View all positions for Oak Wealth Advisors

Top funds holding PIMCO Short Term Mncpl

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

View all funds holding PIMCO Short Term Mncpl