PIMCO GLBL Stockspl &XPGPX
13F holders, Q2 2026 (June 30)28holders −3
3new positions
5sold out
1famous investor
$8.63avg. 13F price*
At the end of Q2 2026, 28 institutions reported holding PIMCO GLBL Stockspl & Inc. (XPGPX) in their 13F filings, down 3 from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were Shaker Financial Services, LLC ($3.4M), Rivernorth Capital Management, LLC ($3.0M) and LPL Financial LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO GLBL Stockspl & Inc.
- CUSIP
- 722011103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $385K |
| Exits | 5 | $488K |
All 13F filers, Q1 2026 → Q2 2026: 235,006 shares bought and 169,288 shares sold, net +65,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Shaker Financial Services, LLC | 1.06% | Add +69.8% | 388,461 | $3.4M |
| Rivernorth Capital Management, LLC | 0.14% | Add +1.0% | 349,408 | $3.0M |
| LPL Financial LLC | 0.00% | Add +3.3% | 183,348 | $1.6M |
| Cohen & Steers, Inc. | 0.00% | No change | 138,801 | $1.2M |
| Morgan Stanley | 0.00% | Reduce -20.8% | 112,576 | $970K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.5% | 89,993 | $776K |
| Guggenheim Capital LLC | 0.00% | Reduce -46.4% | 82,670 | $713K |
| UBS Group AG | 0.00% | No change | 80,000 | $690K |
| Truist Financial Corp. | 0.00% | Add +1.4% | 78,290 | $675K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 78,290 | $675K |
| Cetera Investment Advisers | 0.00% | Add +23.9% | 38,758 | $334K |
| Citadel Advisors | 0.00% | New | 38,483 | $332K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.8% | 35,837 | $309K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 25,412 | $219K |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 21,880 | $189K |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 21,892 | $189K |
| Fifth Third Bancorp | 0.00% | Reduce -0.0% | 15,400 | $133K |
| Argyle Capital Partners, LLC | 0.08% | No change | 13,985 | $121K |
| Owen LaRue, LLC | 0.04% | Add +0.5% | 11,872 | $102K |
| CoreCap Advisors, LLC | 0.00% | Add +44.6% | 10,700 | $92K |
| Wells Fargo & Company | 0.00% | Add +2021.3% | 7,361 | $63K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 3,144 | $27K |
| SHP Wealth Management | 0.00% | New | 3,000 | $26K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,000 | $9K |
| Triumph Capital Management | 0.00% | No change | 700 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 325 | $3K |
| FNY Investment Advisers, LLC | 0.00% | No change | 300 | $2K |
| Allworth Financial LP | 0.00% | No change | 100 | $862 |
"% of holder's portfolio" is XPGPX's weight in each manager's 13F, not the share of PIMCO GLBL Stockspl & Inc. the manager owns.