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White & Co Financial Planning’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

White & Co Financial Planning’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 		$3.7M Buy
139,566
+10,506
+8% +$277K 2.29% 14
2026
Q1 		$3.38M Buy
+129,060
New +$3.44M 2.38% 14

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

White & Co Financial Planning's PYLD Position: Q2 2026 in Review

White & Co Financial Planning increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.1% in Q2 2026, buying an estimated $277K and bringing the position to 139,566 shares worth $3.7M. The position accounts for 2.29% of the portfolio, ranked #14.

White & Co Financial Planning first reported a position in PYLD in Q1 2026 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • White & Co Financial Planning held 139,566 shares of PIMCO Multi Sector Bond Active ETF worth $3.7M as of Q2 2026.
  • White & Co Financial Planning bought 10,506 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $277K.
  • PIMCO Multi Sector Bond Active ETF made up 2.29% of White & Co Financial Planning's portfolio in Q2 2026, its #14 holding.
  • White & Co Financial Planning first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.