| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BANK, N.A. | 29 | 29 | 0.04% | 0.55% | 0.97% | Q4 2016 | Q4 2023 | 29 |
| MOTCO | 13 | 1 | 0.00% | 0.89% | 1.97% | Q2 2013 | Q1 2017 | 14 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
| Financial Gravity Asset Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
| GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
| True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q4 2019 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
| MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| APPLETON PARTNERS INC/MA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
| RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own PIMCO FDS PAC INVT MGMT SER or have owned PIMCO FDS PAC INVT MGMT SER in the past.