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

Patten 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	$1.25M	Buy	+49,094	New	+$1.28M	0.19%	125

Other funds holding PYLD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Patten Group's PYLD Position: Q3 2026 in Review

Patten Group opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026: 49,094 shares worth $1.25M. The stake represents 0.19% of the portfolio and ranks #125 among its holdings.

263 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Patten Group held 49,094 shares of PIMCO Multi Sector Bond Active ETF worth $1.25M as of Q3 2026.
PIMCO Multi Sector Bond Active ETF was a new Patten Group position in Q3 2026.
PIMCO Multi Sector Bond Active ETF made up 0.19% of Patten Group's portfolio in Q3 2026, its #125 holding.
263 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.