Zullo Investment Group, Inc.
Position in PTY — Pimco Corporate & Income Opportunity Fund
CIK 1909760
SCRANTON, PA
Position in PTY
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,555,342
-$251,019 QoQ
Shares Held
128,967
-7.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 36.03275281857234.ToString("F0")%
Shared 0.ToString("F0")%
None 63.967247181427666.ToString("F0")%
Common Shares in PTY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Zullo Investment Group, Inc. holds $2,012,683 across 3 Asset Management names. PTY ranks #1 (77.3% of the industry book) .
All Filings in PTY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,555,342 | 128,967 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,806,361 | 140,028 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,315,858 | 160,378 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,165,480 | 155,678 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,947,386 | 134,674 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $826,548 | 57,519 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $342,928 | 23,831 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $175,140 | 12,239 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||