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Means Investment Company’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Means Investment Company’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 		$9.2M Buy
347,052
+142,549
+70% +$3.76M 0.7% 26
2026
Q1 		$5.36M Buy
204,503
+136,439
+200% +$3.64M 0.47% 33
2025
Q4 		$1.82M Buy
68,064
+43,025
+172% +$1.15M 0.15% 62
2025
Q3 		$672K Buy
25,039
+8,447
+51% +$224K 0.06% 107
2025
Q2 		$440K Buy
+16,592
New +$433K 0.04% 135

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Advance Capital Management
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Means Investment Company's PYLD Position: Q2 2026 in Review

Means Investment Company increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 70% in Q2 2026, buying an estimated $3.76M and bringing the position to 347,052 shares worth $9.2M. The position accounts for 0.7% of the portfolio, ranked #26.

Means Investment Company first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Means Investment Company held 347,052 shares of PIMCO Multi Sector Bond Active ETF worth $9.2M as of Q2 2026.
  • Means Investment Company bought 142,549 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $3.76M.
  • PIMCO Multi Sector Bond Active ETF made up 0.7% of Means Investment Company's portfolio in Q2 2026, its #26 holding.
  • Means Investment Company first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.