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Allen Capital Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Allen Capital Group’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.5M Buy
1,089,470
+381,890
+54% +$10.2M 2.55% 8
2025
Q4 		$18.9M Buy
707,580
+60,905
+9% +$1.63M 1.73% 12
2025
Q3 		$17.4M Buy
646,675
+50,377
+8% +$1.34M 1.64% 13
2025
Q2 		$15.8M Buy
596,298
+73,977
+14% +$1.93M 1.62% 13
2025
Q1 		$13.8M Buy
522,321
+51,389
+11% +$1.35M 1.55% 14
2024
Q4 		$12.2M Buy
470,932
+461,518
+4,902% +$12.1M 1.46% 14
2024
Q3 		$251K Buy
9,414
+1,146
+14% +$30K 0.03% 208
2024
Q2 		$212K Buy
+8,268
New +$211K 0.03% 202

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allen Capital Group's PYLD Position: Q1 2026 in Review

Allen Capital Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 54% in Q1 2026, buying an estimated $10.2M and bringing the position to 1,089,470 shares worth $28.5M. The position accounts for 2.55% of the portfolio, ranked #8.

Allen Capital Group first reported a position in PYLD in Q2 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Allen Capital Group held 1,089,470 shares of PIMCO Multi Sector Bond Active ETF worth $28.5M as of Q1 2026.
  • Allen Capital Group bought 381,890 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $10.2M.
  • PIMCO Multi Sector Bond Active ETF made up 2.55% of Allen Capital Group's portfolio in Q1 2026, its #8 holding.
  • Allen Capital Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.