Corient Private Wealth
PYLD icon

Corient Private Wealth’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Corient Private Wealth’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 		$40.1M Sell
1,542,272
-328,518
-18% -$8.76M 0.06% 273
2025
Q4 		$50M Buy
1,870,790
+1,567,303
+516% +$42M 0.03% 362
2025
Q3 		$8.15M Buy
303,487
+170,631
+128% +$4.53M 0.01% 566
2025
Q2 		$3.53M Buy
132,856
+124,039
+1,407% +$3.24M ﹤0.01% 816
2025
Q1 		$232K Buy
+8,817
New +$231K ﹤0.01% 1981

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

Corient Private Wealth's PYLD Position: Q1 2026 in Review

Corient Private Wealth reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 18% in Q1 2026, selling an estimated $8.76M and leaving 1,542,272 shares worth $40.1M. The position accounts for 0.06% of the portfolio, ranked #273.

Corient Private Wealth first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $50M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Corient Private Wealth held 1,542,272 shares of PIMCO Multi Sector Bond Active ETF worth $40.1M as of Q1 2026.
  • Corient Private Wealth sold 328,518 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $8.76M.
  • PIMCO Multi Sector Bond Active ETF made up 0.06% of Corient Private Wealth's portfolio in Q1 2026, its #273 holding.
  • Corient Private Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's PIMCO Multi Sector Bond Active ETF position peaked at $50M in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.