EFG
PYLD icon

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

Everhart 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
Q3 		$1.74M Buy
68,523
+37,687
+122% +$982K 0.11% 91
2026
Q2 		$818K Buy
30,836
+19,552
+173% +$516K 0.05% 209
2026
Q1 		$296K Buy
11,284
+3,078
+38% +$82K 0.03% 358
2025
Q4 		$219K Buy
+8,206
New +$220K 0.02% 394

Other funds holding PYLD

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Everhart Financial Group's PYLD Position: Q3 2026 in Review

Everhart Financial Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 122% in Q3 2026, buying an estimated $982K and bringing the position to 68,523 shares worth $1.74M. The position accounts for 0.11% of the portfolio, ranked #91.

Everhart Financial Group first reported a position in PYLD in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Everhart Financial Group held 68,523 shares of PIMCO Multi Sector Bond Active ETF worth $1.74M as of Q3 2026.
  • Everhart Financial Group bought 37,687 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $982K.
  • PIMCO Multi Sector Bond Active ETF made up 0.11% of Everhart Financial Group's portfolio in Q3 2026, its #91 holding.
  • Everhart Financial Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.