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Bleakley Financial Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Bleakley Financial 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
Q2 		$9.68M Buy
364,987
+11,384
+3% +$301K 0.12% 130
2026
Q1 		$9.26M Buy
353,603
+9,926
+3% +$265K 0.14% 113
2025
Q4 		$9.17M Buy
343,677
+39,368
+13% +$1.05M 0.16% 106
2025
Q3 		$8.17M Buy
304,309
+3,364
+1% +$89.4K 0.19% 96
2025
Q2 		$7.99M Buy
300,945
+66,429
+28% +$1.73M 0.2% 95
2025
Q1 		$6.18M Buy
234,516
+73,824
+46% +$1.93M 0.2% 100
2024
Q4 		$4.17M Buy
160,692
+454
+0.3% +$11.9K 0.13% 142
2024
Q3 		$4.27M Buy
160,238
+259
+0.2% +$6.79K 0.13% 134
2024
Q2 		$4.1M Buy
159,979
+234
+0.1% +$5.97K 0.12% 162
2024
Q1 		$4.12M Buy
159,745
+45,000
+39% +$1.15M 0.12% 169
2023
Q4 		$2.94M Buy
114,745
+1,139
+1% +$28.1K 0.09% 206
2023
Q3 		$2.78M Buy
+113,606
New +$2.82M 0.1% 187

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 22.96% 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

Bleakley Financial Group's PYLD Position: Q2 2026 in Review

Bleakley Financial Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.2% in Q2 2026, buying an estimated $301K and bringing the position to 364,987 shares worth $9.68M. The position accounts for 0.12% of the portfolio, ranked #130.

Bleakley Financial Group first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Bleakley Financial Group held 364,987 shares of PIMCO Multi Sector Bond Active ETF worth $9.68M as of Q2 2026.
  • Bleakley Financial Group bought 11,384 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $301K.
  • PIMCO Multi Sector Bond Active ETF made up 0.12% of Bleakley Financial Group's portfolio in Q2 2026, its #130 holding.
  • Bleakley Financial Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.