PIMCO FUNDS - PIMIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 470,399 | 5,070 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | New | 225,648 | 2,450 | 0.01% | — | 2 | +225,648 | New | Q2 2026 | Aug 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 57,413 | 623 | 0.05% | 0.05% | 3 | +6,027 | 11.73% | Q2 2026 | Aug 14, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 49,440 | 532 | 0.23% | 0.23% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ethos Financial Group, LLC | History | New | 46,817 | 501 | 0.03% | — | 5 | +46,817 | New | Q2 2026 | Aug 07, 2026 |
| Grey Ledge Advisors, LLC | History | New | 24,536 | 266 | 0.05% | — | 6 | +24,536 | New | Q2 2026 | Jul 27, 2026 |
| FIRST MERCHANTS CORP | History | No change | 14,698 | 159 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Gravity Companies, Inc. | History | New | 6,057 | 65 | 0.01% | — | 9 | +6,057 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 6,031 | 65 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,712 | 50 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.01% | — | -82,252 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -65,019 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -34,763 | -100.0% | Q2 2026 | Jul 22, 2026 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,332 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Estabrook Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,805 | -100.0% | Q2 2026 | Aug 13, 2026 |