Stage Harbor Financial, LLC PIMCO ETF TR Transaction History

Stage Harbor Financial, LLC

  • $123 Billion
  • Q2 2025
Number of Shares
20,974
Previous 23,532 10.87%
Holding current value
$557 Million
Previous $620 Million 10.23%
% of portfolio
0.45%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-2,558 Reduced 10.87%
20,974 $557 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-989 Reduced 4.03%
23,532 $620 Million
Q4 2024

Feb 12, 2025
BUY
N/A
327 Added 1.35%
24,521 $636 Million
Q1 2024

May 14, 2024
SELL
N/A
-649 Reduced 2.61%
24,194 $623 Million
Q4 2023

Feb 13, 2024
BUY
N/A
24,843 New
24,843 $638 Million
Track This Portfolio

Track Stage Harbor Financial, LLC Portfolio

Follow Stage Harbor Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stage Harbor Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stage Harbor Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email