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

Symphony Financial’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 		$624K Buy
23,472
+4,504
+24% +$119K 0.07% 176
2026
Q1 		$496K Buy
18,968
+1,011
+6% +$26.9K 0.07% 170
2025
Q4 		$482K Buy
17,957
+3,156
+21% +$84.6K 0.06% 168
2025
Q3 		$397K Buy
+14,801
New +$393K 0.05% 185

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

Symphony Financial's PYLD Position: Q2 2026 in Review

Symphony Financial increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 24% in Q2 2026, buying an estimated $119K and bringing the position to 23,472 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #176.

Symphony Financial first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Symphony Financial held 23,472 shares of PIMCO Multi Sector Bond Active ETF worth $624K as of Q2 2026.
  • Symphony Financial bought 4,504 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $119K.
  • PIMCO Multi Sector Bond Active ETF made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #176 holding.
  • Symphony Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.