PIMCO Stks+bnd Alpha FD-InstPSTKX
13F holders, Q2 2024 (June 30)2holders
0new positions
0sold out
$12.91avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding PIMCO Stks+bnd Alpha FD-Inst (PSTKX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($309K) and Financial Gravity Asset Management, Inc. ($42).
- Company
- PIMCO Stks+bnd Alpha FD-Inst
- Filed as
- PIMCO FDS PAC INVT MGMT SER ST (Q2 2024)
- CUSIP
- 693390403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 4,102 shares bought, net +4,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.00% | Add +20.7% | 23,902 | $309K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 3 | $42 |
"% of holder's portfolio" is PSTKX's weight in each manager's 13F, not the share of PIMCO Stks+bnd Alpha FD-Inst the manager owns.