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Annis Gardner Whiting Capital Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		$317K Hold
11,956
– – 0.05% 268
2026
Q1 		$313K Hold
11,956
– – 0.05% 247
2025
Q4 		$319K Buy
+11,956
New +$320K 0.06% 238

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PYLD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 11,956 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #268.

Annis Gardner Whiting Capital Advisors first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 11,956 shares of PIMCO Multi Sector Bond Active ETF worth $317K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #268 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Annis Gardner Whiting Capital Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $319K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.