CAPTRUST Financial Advisors
PYLD icon

CAPTRUST Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

CAPTRUST Financial 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 		$50.3M Buy
1,895,527
+47,180
+3% +$1.25M 0.08% 212
2026
Q1 		$48.4M Sell
1,848,347
-137,710
-7% -$3.67M 0.08% 204
2025
Q4 		$53M Buy
1,986,057
+86,378
+5% +$2.31M 0.1% 178
2025
Q3 		$51M Buy
1,899,679
+284,486
+18% +$7.56M 0.1% 170
2025
Q2 		$42.9M Buy
1,615,193
+190,709
+13% +$4.97M 0.1% 186
2025
Q1 		$37.5M Buy
1,424,484
+614,777
+76% +$16.1M 0.09% 192
2024
Q4 		$21M Buy
809,707
+503,805
+165% +$13.2M 0.06% 232
2024
Q3 		$8.15M Buy
305,902
+144,528
+90% +$3.79M 0.02% 410
2024
Q2 		$4.14M Buy
+161,374
New +$4.12M 0.01% 552
2024
Q1 		– Sell
-762,276
Closed -$19.6M – 2540
2023
Q4 		$19.6M Buy
+762,276
New +$18.8M 0.07% 241

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

CAPTRUST Financial Advisors's PYLD Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.6% in Q2 2026, buying an estimated $1.25M and bringing the position to 1,895,527 shares worth $50.3M. The position accounts for 0.08% of the portfolio, ranked #212.

CAPTRUST Financial Advisors first reported a position in PYLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $53M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,895,527 shares of PIMCO Multi Sector Bond Active ETF worth $50.3M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 47,180 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.25M.
  • PIMCO Multi Sector Bond Active ETF made up 0.08% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #212 holding.
  • CAPTRUST Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
  • CAPTRUST Financial Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $53M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.