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Everest Financial Group’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Everest Financial Group’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413K Sell
34,302
-5,520
-14% -$66.2K 0.06% 151
2026
Q1 		$479K Buy
+39,822
New +$507K 0.08% 134

Other funds holding PTY

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
MTI
Merrithew & Thorsten Inc San Diego, California $117M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Everest Financial Group's PTY Position: Q2 2026 in Review

Everest Financial Group reduced its PIMCO Corporate & Income Opportunity Fund (PTY) stake by 14% in Q2 2026, selling an estimated $66.2K and leaving 34,302 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #151.

Everest Financial Group first reported a position in PTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $479K in Q1 2026. 222 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

  • Everest Financial Group held 34,302 shares of PIMCO Corporate & Income Opportunity Fund worth $413K as of Q2 2026.
  • Everest Financial Group sold 5,520 PIMCO Corporate & Income Opportunity Fund shares in Q2 2026, an estimated $66.2K.
  • PIMCO Corporate & Income Opportunity Fund made up 0.06% of Everest Financial Group's portfolio in Q2 2026, its #151 holding.
  • Everest Financial Group first reported a position in PIMCO Corporate & Income Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's PIMCO Corporate & Income Opportunity Fund position peaked at $479K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.