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

GR 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	$93.9M	Buy	3,540,053 +53,663	+2%	+$1.42M	12.76%	4
2026 Q1	$91.3M	Buy	3,486,390 +26,997	+0.8%	+$720K	30.3%	2
2025 Q4	$92.3M	Buy	3,459,393 +65,718	+2%	+$1.76M	20.74%	2
2025 Q3	$91.1M	Buy	3,393,675 +206,452	+6%	+$5.49M	21.06%	2
2025 Q2	$84.6M	Buy	3,187,223 +25,962	+0.8%	+$677K	20.68%	2
2025 Q1	$83.3M	Buy	+3,161,261	New	+$82.7M	12.84%	3

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

GR Financial Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.5% in Q2 2026, buying an estimated $1.42M and bringing the position to 3,540,053 shares worth $93.9M. The position accounts for 12.76% of the portfolio, ranked #4.

GR Financial Group first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

GR Financial Group held 3,540,053 shares of PIMCO Multi Sector Bond Active ETF worth $93.9M as of Q2 2026.
GR Financial Group bought 53,663 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.42M.
PIMCO Multi Sector Bond Active ETF made up 12.76% of GR Financial Group's portfolio in Q2 2026, its #4 holding.
GR Financial Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on GR Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.