NDSI
PYLD icon

Newman Dignan & Sheerar Inc’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Newman Dignan & Sheerar Inc’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 		$2.52M Buy
94,926
+4,496
+5% +$119K 0.48% 51
2026
Q1 		$2.37M Buy
90,430
+68,384
+310% +$1.82M 0.5% 49
2025
Q4 		$588K Buy
+22,046
New +$591K 0.12% 110

Other funds holding PYLD

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 22.96% 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 $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Newman Dignan & Sheerar Inc's PYLD Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5% in Q2 2026, buying an estimated $119K and bringing the position to 94,926 shares worth $2.52M. The position accounts for 0.48% of the portfolio, ranked #51.

Newman Dignan & Sheerar Inc first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 94,926 shares of PIMCO Multi Sector Bond Active ETF worth $2.52M as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 4,496 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $119K.
  • PIMCO Multi Sector Bond Active ETF made up 0.48% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #51 holding.
  • Newman Dignan & Sheerar Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.