| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| LPL Financial LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 10 |
| DUBUQUE BANK & TRUST CO | 8 | 8 | 1.25% | 1.43% | 1.88% | Q2 2013 | Q1 2015 | 8 |
| Almanack Investment Partners, LLC. | 4 | 4 | 0.13% | 0.15% | 0.16% | Q1 2021 | Q4 2021 | 4 |
| Parker Investment Management, LLC | 3 | 3 | 0.86% | 1.16% | 1.74% | Q1 2016 | Q3 2016 | 3 |
| Community Bank, N.A. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q4 2017 | 3 |
| Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
| MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
| Trust Asset Management LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2014 | Q4 2014 | 1 |
| PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own PIMCO FDS PAC INVT or have owned PIMCO FDS PAC INVT in the past.