PIMCO MULTI SECTOR BOND ACT (PYLD) Institutional Ownership Changes & 13F Activity
PIMCO MULTI SECTOR BOND ACT (PYLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Pure Financial Advisors, Llc, Waverly Advisors, Llc, Wells Fargo & Company/Mn, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of So Dak | Buy | +22,389 | — | 22,389 | $593.76K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +19,281 | — | 19,281 | $511.33K | Q2 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Buy | +15,307 | — | 15,307 | $405.95K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +212,964 | +14.3% | 1,697,605 | $45.02M | Q2 2026 | Sep 09, 2026 |
| Anchor Capital Advisors Llc | Buy | +10,490 | — | 10,490 | $278.19K | Q2 2026 | Sep 03, 2026 |
| Allianz Asset Management Gmbh | Buy | +349 | +28.8% | 1,560 | $41.37K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +1,440,712 | +93.4% | 2,982,984 | $79.11M | Q2 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Buy | +25 | +0.1% | 30,632 | $812.36K | Q2 2026 | Aug 25, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +231,757 | — | 231,757 | $6.17M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -181,481 | -58.9% | 126,593 | $3.36M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +6,092 | +40.2% | 21,246 | $563.44K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +30,473 | +12.9% | 266,935 | $7.08M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +7,290,629 | — | 7,290,629 | $193.35M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Sell | -1,083,684 | -98.5% | 16,325 | $432.94K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +570,462 | +12.4% | 5,161,831 | $136.69M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +254,684 | — | 254,684 | $6.75M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +49,472 | — | 49,472 | $1.31M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +37,768 | +9.1% | 451,206 | $11.97M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +20,933 | +7.9% | 286,156 | $7.59M | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +12,592 | — | 12,592 | $333.94K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +848 | +0.4% | 208,153 | $5.52M | Q2 2026 | Aug 17, 2026 |
| Charles Schwab Investment Management Inc | Buy | +8,390,698 | +55.9% | 23,403,799 | $620.67M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +4,404,062 | +32509.5% | 4,417,609 | $117.15M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,957,222 | +42.8% | 9,859,536 | $261.47M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -2,796,192 | -93.0% | 211,097 | $5.60M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +2,674,042 | +2520.7% | 2,780,125 | $73.73M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +2,010,159 | +59.1% | 5,410,406 | $143.48M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,970,786 | +8.5% | 25,058,752 | $664.56M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,254,065 | +43.5% | 4,138,380 | $109.75M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Buy | +1,081,592 | +33.9% | 4,271,419 | $113.28M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about PYLD activity
Which institutional owners are buying PYLD?
Institutional owners buying PYLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PYLD activity?
"Buy" means an investor increased their reported position in PYLD compared to the prior reporting period. This reflects growing exposure to PIMCO MULTI SECTOR BOND ACT (PYLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PYLD increasing?
Institutional interest in PYLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.