SFS
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Symphony Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Symphony Financial Services’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 		$19M Sell
717,840
-69,602
-9% -$1.84M 8.55% 2
2026
Q1 		$20.6M Buy
787,442
+32,757
+4% +$873K 10.59% 1
2025
Q4 		$20.1M Buy
754,685
+164,676
+28% +$4.41M 10.32% 1
2025
Q3 		$15.8M Buy
590,009
+42,732
+8% +$1.14M 8.52% 1
2025
Q2 		$14.5M Sell
547,277
-2,243
-0.4% -$58.5K 8.68% 1
2025
Q1 		$14.5M Buy
549,520
+333,665
+155% +$8.73M 9.46% 1
2024
Q4 		$5.59M Sell
215,855
-1,650
-0.8% -$43.2K 4.5% 6
2024
Q3 		$5.8M Buy
+217,505
New +$5.7M 4.93% 6

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Symphony Financial Services's PYLD Position: Q2 2026 in Review

Symphony Financial Services reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.8% in Q2 2026, selling an estimated $1.84M and leaving 717,840 shares worth $19M. The position accounts for 8.55% of the portfolio, ranked #2.

Symphony Financial Services first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.6M in Q1 2026. 353 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Symphony Financial Services held 717,840 shares of PIMCO Multi Sector Bond Active ETF worth $19M as of Q2 2026.
  • Symphony Financial Services sold 69,602 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.84M.
  • PIMCO Multi Sector Bond Active ETF made up 8.55% of Symphony Financial Services's portfolio in Q2 2026, its #2 holding.
  • Symphony Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
  • Symphony Financial Services's PIMCO Multi Sector Bond Active ETF position peaked at $20.6M in Q1 2026.
  • 353 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.