Moisand Fitzgerald Tamayo’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Moisand Fitzgerald Tamayo’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	$8.96K	Hold	745	–	–	﹤0.01%	379
2026 Q1	$8.98K	Hold	745	–	–	﹤0.01%	352
2025 Q4	$9.61K	Hold	745	–	–	﹤0.01%	351
2025 Q3	$10.8K	Hold	745	–	–	﹤0.01%	345
2025 Q2	$10.4K	Hold	745	–	–	﹤0.01%	343
2025 Q1	$10.8K	Hold	745	–	–	﹤0.01%	338
2024 Q4	$10.7K	Hold	745	–	–	﹤0.01%	336
2024 Q3	$10.7K	Hold	745	–	–	﹤0.01%	344
2024 Q2	$10.7K	Hold	745	–	–	﹤0.01%	307
2024 Q1	$11.1K	Hold	745	–	–	﹤0.01%	303
2023 Q4	$9.86K	Hold	745	–	–	﹤0.01%	337
2023 Q3	$9.74K	Hold	745	–	–	﹤0.01%	339
2023 Q2	$10.4K	Hold	745	–	–	﹤0.01%	316
2023 Q1	$9.29K	Hold	745	–	–	﹤0.01%	336
2022 Q4	$8.95K	Buy	+745	New	+$9.29K	﹤0.01%	332

Other funds holding PTY

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

MTI

Merrithew & Thorsten Inc San Diego, California $117M AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PTY Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its PIMCO Corporate & Income Opportunity Fund (PTY) position steady in Q2 2026 at 745 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Moisand Fitzgerald Tamayo first reported a position in PTY in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1K in Q1 2024. 222 funds tracked by Wall St. Rank hold PTY as of Q2 2026.

Moisand Fitzgerald Tamayo held 745 shares of PIMCO Corporate & Income Opportunity Fund worth $8.96K as of Q2 2026.
Moisand Fitzgerald Tamayo left its PIMCO Corporate & Income Opportunity Fund share count unchanged in Q2 2026.
PIMCO Corporate & Income Opportunity Fund made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #379 holding.
Moisand Fitzgerald Tamayo first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2022 and has held it in 15 quarters since.
Moisand Fitzgerald Tamayo's PIMCO Corporate & Income Opportunity Fund position peaked at $11.1K in Q1 2024.
222 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.