Summa Corp’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Summa Corp’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	$530K	Hold	20,000	–	–	0.17%	57
2026 Q1	$524K	Buy	20,000 +7,000	+54%	+$187K	0.22%	49
2025 Q4	$347K	Buy	+13,000	New	+$348K	0.15%	62

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

Summa Corp's PYLD Position: Q2 2026 in Review

Summa Corp held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 20,000 shares worth $530K. The position accounts for 0.17% of the portfolio, ranked #57.

Summa Corp first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Summa Corp held 20,000 shares of PIMCO Multi Sector Bond Active ETF worth $530K as of Q2 2026.
Summa Corp left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.17% of Summa Corp's portfolio in Q2 2026, its #57 holding.
Summa Corp first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.