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 Q2	$9.94M	Buy	374,816 +85,529	+30%	+$2.26M	3.04%	8
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Richard W. Paul & Associates's PYLD Position: Q2 2026 in Review

Richard W. Paul & Associates increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 30% in Q2 2026, buying an estimated $2.26M and bringing the position to 374,816 shares worth $9.94M. The position accounts for 3.04% of the portfolio, ranked #8.

Richard W. Paul & Associates first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Richard W. Paul & Associates held 374,816 shares of PIMCO Multi Sector Bond Active ETF worth $9.94M as of Q2 2026.
Richard W. Paul & Associates bought 85,529 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.26M.
PIMCO Multi Sector Bond Active ETF made up 3.04% of Richard W. Paul & Associates's portfolio in Q2 2026, its #8 holding.
Richard W. Paul & Associates first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.