PIMCO Stks+bnd Alpha FD-InstPSTKX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$12.81avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding PIMCO Stks+bnd Alpha FD-Inst (PSTKX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($156K) and Financial Gravity Companies, Inc. ($45).
- Company
- PIMCO Stks+bnd Alpha FD-Inst
- Filed as
- PIMCO FDS PAC INVT MGMT SER ST (Q4 2024)
- CUSIP
- 693390403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1 shares bought and 11,875 shares sold, net −11,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -49.3% | 12,201 | $156K |
| Financial Gravity Companies, Inc. | 0.00% | Add +33.3% | 4 | $45 |
"% 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.