Welch Group
PYLD icon

Welch Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Welch Group’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 		$24M Buy
943,528
+29,914
+3% +$780K 0.82% 37
2026
Q2 		$24.2M Buy
913,614
+154,736
+20% +$4.09M 0.83% 36
2026
Q1 		$19.9M Buy
758,878
+23,857
+3% +$636K 0.75% 35
2025
Q4 		$19.6M Buy
+735,021
New +$19.7M 0.76% 35

Other funds holding PYLD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Welch Group's PYLD Position: Q3 2026 in Review

Welch Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.3% in Q3 2026, buying an estimated $780K and bringing the position to 943,528 shares worth $24M. The position accounts for 0.82% of the portfolio, ranked #37.

Welch Group first reported a position in PYLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.2M in Q2 2026. 302 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Welch Group held 943,528 shares of PIMCO Multi Sector Bond Active ETF worth $24M as of Q3 2026.
  • Welch Group bought 29,914 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $780K.
  • PIMCO Multi Sector Bond Active ETF made up 0.82% of Welch Group's portfolio in Q3 2026, its #37 holding.
  • Welch Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Welch Group's PIMCO Multi Sector Bond Active ETF position peaked at $24.2M in Q2 2026.
  • 302 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.