Holistic Financial Partners / PQTIX
Holistic Financial Partners’s Pimco Fds Position
Does Holistic Financial Partners own Pimco Fds (PQTIX)? Not currently — the last reported position was 223.4K shares worth $2M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2019
Shares
223.4K
% of Portfolio
+1.32%
Quarters Held
2
position exited
Position History PQTIX
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of PQTIX.