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Essex Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Essex Financial Services’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 		$24.9M Buy
950,289
+138,572
+17% +$3.69M 1.4% 11
2025
Q4 		$21.7M Buy
811,717
+184,629
+29% +$4.95M 1.23% 13
2025
Q3 		$16.8M Buy
627,088
+130,006
+26% +$3.45M 1.01% 16
2025
Q2 		$13.2M Buy
497,082
+115,504
+30% +$3.01M 0.87% 21
2025
Q1 		$10.1M Buy
381,578
+152,530
+67% +$3.99M 0.72% 26
2024
Q4 		$5.94M Buy
229,048
+66,789
+41% +$1.75M 0.42% 52
2024
Q3 		$4.26M Buy
162,259
+44,464
+38% +$1.16M 0.31% 72
2024
Q2 		$3.06M Buy
117,795
+54,605
+86% +$1.39M 0.23% 92
2024
Q1 		$1.63M Buy
63,190
+22,230
+54% +$568K 0.15% 139
2023
Q4 		$1.05M Buy
40,960
+27,982
+216% +$690K 0.11% 181
2023
Q3 		$317K Buy
+12,978
New +$323K 0.04% 361

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

Essex Financial Services's PYLD Position: Q1 2026 in Review

Essex Financial Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 17% in Q1 2026, buying an estimated $3.69M and bringing the position to 950,289 shares worth $24.9M. The position accounts for 1.4% of the portfolio, ranked #11.

Essex Financial Services first reported a position in PYLD in Q3 2023 and has held it in 11 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Essex Financial Services held 950,289 shares of PIMCO Multi Sector Bond Active ETF worth $24.9M as of Q1 2026.
  • Essex Financial Services bought 138,572 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $3.69M.
  • PIMCO Multi Sector Bond Active ETF made up 1.4% of Essex Financial Services's portfolio in Q1 2026, its #11 holding.
  • Essex Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 11 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.