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Stonebridge Financial Group (Pennsylvania)’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$39.7M Buy
1,495,959
+66,018
+5% +$1.74M 3.01% 6
2026
Q1 		$37.5M Buy
1,429,941
+210,524
+17% +$5.61M 3.08% 5
2025
Q4 		$32.5M Buy
1,219,417
+136,909
+13% +$3.67M 2.78% 9
2025
Q3 		$29.1M Buy
1,082,508
+298,235
+38% +$7.92M 2.56% 9
2025
Q2 		$20.8M Buy
784,273
+648,674
+478% +$16.9M 2.02% 14
2025
Q1 		$3.57M Buy
135,599
+28,079
+26% +$735K 0.38% 72
2024
Q4 		$2.79M Buy
+107,520
New +$2.81M 0.31% 78

Other funds holding PYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PYLD Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.6% in Q2 2026, buying an estimated $1.74M and bringing the position to 1,495,959 shares worth $39.7M. The position accounts for 3.01% of the portfolio, ranked #6.

Stonebridge Financial Group (Pennsylvania) first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 1,495,959 shares of PIMCO Multi Sector Bond Active ETF worth $39.7M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 66,018 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.74M.
  • PIMCO Multi Sector Bond Active ETF made up 3.01% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #6 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 611 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.