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 | New | 470,399 | 5,070 | 0.63% | — | 1 | +470,399 | New | Q1 2026 | May 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 82,252 | 886 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 65,019 | 700 | 0.57% | 0.43% | 3 | -4,738 | -6.79% | Q1 2026 | May 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | New | 51,386 | 553 | 0.05% | — | 4 | +51,386 | New | Q1 2026 | May 15, 2026 |
| Redwood Wealth Management Group, LLC | History | Added to | 49,440 | 532 | 0.23% | 0.23% | 5 | +20 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Oakworth Capital, Inc. | History | Added to | 34,763 | 374 | 0.02% | 0.02% | 6 | +103 | 0.3% | Q1 2026 | Apr 24, 2026 |
| PSI Advisors, LLC | History | New | 15,332 | 165 | 0.04% | — | 7 | +15,332 | New | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 14,698 | 158 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Motiv8 Investments LLC | History | No change | 6,895 | 76 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 6,031 | 65 | 0.01% | 0.0% | 10 | +3,972 | 192.91% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | New | 4,712 | 50 | 0.0% | — | 11 | +4,712 | New | Q1 2026 | May 19, 2026 |
| Estabrook Capital Management | History | New | 1,805 | 19 | 0.0% | — | 12 | +1,805 | New | Q1 2026 | May 14, 2026 |