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Richard W. Paul & Associates’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Richard W. Paul & Associates’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 		$7.58M Buy
289,287
+11,607
+4% +$309K 2.55% 7
2025
Q4 		$7.41M Buy
277,680
+59,725
+27% +$1.6M 2.46% 8
2025
Q3 		$5.85M Buy
217,955
+4,360
+2% +$116K 2% 10
2025
Q2 		$5.67M Buy
213,595
+4,815
+2% +$126K 2.05% 10
2025
Q1 		$5.5M Buy
+208,780
New +$5.46M 2.16% 10

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Richard W. Paul & Associates's PYLD Position: Q1 2026 in Review

Richard W. Paul & Associates increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.2% in Q1 2026, buying an estimated $309K and bringing the position to 289,287 shares worth $7.58M. The position accounts for 2.55% of the portfolio, ranked #7.

Richard W. Paul & Associates first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Richard W. Paul & Associates held 289,287 shares of PIMCO Multi Sector Bond Active ETF worth $7.58M as of Q1 2026.
  • Richard W. Paul & Associates bought 11,607 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $309K.
  • PIMCO Multi Sector Bond Active ETF made up 2.55% of Richard W. Paul & Associates's portfolio in Q1 2026, its #7 holding.
  • Richard W. Paul & Associates first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.