Legacy Capital Group California’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Legacy Capital Group California’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	$3.82M	Sell	145,884 -17,421	-11%	-$464K	1.45%	7
2025 Q4	$4.36M	Sell	163,305 -7,174	-4%	-$192K	1.06%	14
2025 Q3	$4.58M	Sell	170,479 -1,197	-0.7%	-$31.8K	1.17%	10
2025 Q2	$4.56M	Sell	171,676 -5,673	-3%	-$148K	1.26%	10
2025 Q1	$4.67M	Buy	177,349 +49,090	+38%	+$1.28M	1.63%	8
2024 Q4	$3.32M	Buy	128,259 +1,577	+1%	+$41.3K	1.01%	11
2024 Q3	$3.38M	Sell	126,682 -846	-0.7%	-$22.2K	1.12%	11
2024 Q2	$3.27M	Buy	127,528 +67,874	+114%	+$1.73M	1.18%	11
2024 Q1	$1.54M	Buy	+59,654	New	+$1.52M	0.57%	36

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Capital Group California's PYLD Position: Q1 2026 in Review

Legacy Capital Group California reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 11% in Q1 2026, selling an estimated $464K and leaving 145,884 shares worth $3.82M. The position accounts for 1.45% of the portfolio, ranked #7.

Legacy Capital Group California first reported a position in PYLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.67M in Q1 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Legacy Capital Group California held 145,884 shares of PIMCO Multi Sector Bond Active ETF worth $3.82M as of Q1 2026.
Legacy Capital Group California sold 17,421 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $464K.
PIMCO Multi Sector Bond Active ETF made up 1.45% of Legacy Capital Group California's portfolio in Q1 2026, its #7 holding.
Legacy Capital Group California first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 9 quarters since.
Legacy Capital Group California's PIMCO Multi Sector Bond Active ETF position peaked at $4.67M in Q1 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.