Root Financial Partners
PYLD icon

Root Financial Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Root Financial Partners’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 		$272K Buy
+10,701
New +$279K 0.01% 343
2026
Q2 		– Sell
-572
Closed -$15K – 2493
2026
Q1 		$15K Buy
+572
New +$15.2K ﹤0.01% 1482

Other funds holding PYLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Root Financial Partners's PYLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026: 10,701 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PYLD as recently as Q1 2026.

Root Financial Partners first reported a position in PYLD in Q1 2026 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Root Financial Partners held 10,701 shares of PIMCO Multi Sector Bond Active ETF worth $272K as of Q3 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Root Financial Partners position in Q3 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #343 holding.
  • Root Financial Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.