First Citizens Financial Corp PYLD — PIMCO MULTISECTOR BD

Ownership history in First Citizens Financial Corp  ·  4 quarters on record

AI Ownership Summary

First Citizens Financial Corp reported PIMCO MULTISECTOR BD (PYLD) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 1.07% in 2026 Q3. The latest visible filing shows PYLD at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Citizens Financial Corp's position in PIMCO MULTISECTOR BD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PYLD was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYLD stock page First Citizens Financial Corp fund profile First Citizens Financial Corp full holdings
How First Citizens Financial Corp held PYLD — position size vs. price
% of Fund (quarterly)    PYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 100,695 +6,285 +6.7% 1.07% $2.6M 2026-10-02 $25.22
2026 Q2 ADDED — — — 94,410 +13,853 +17.2% 1.05% $2.5M 2026-07-07 $25.92
2026 Q1 ADDED — — — 80,557 +25,733 +46.9% 1.00% $2.1M 2026-04-07 $25.46
2025 Q4 INITIATED — — — 54,824 — — 0.72% $1.5M 2026-01-06 $25.60

🏢 Other funds also holding PYLD

As of 2026 Q3 — sorted by position size

Stonebridge Financial Group, LLC 2.67% Noble Wealth Management PBC 1.51% Planning Strategies Inc. 0.18% EASTERN BANK 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About First Citizens Financial Corp and PYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Citizens Financial Corp reported owning PYLD?

First Citizens Financial Corp reported PYLD across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported PYLD position in First Citizens Financial Corp's portfolio?

The largest reported portfolio weight for PYLD was 1.07% in 2026 Q3.

What is the latest reported PYLD position on this page?

The most recent filing on this page is 2026 Q3, when First Citizens Financial Corp reported 100,695 shares, equal to 1.07% of portfolio, with an estimated market value of $2.6M.

What does the chart on this PYLD ownership page compare?

The chart compares First Citizens Financial Corp's quarterly PYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First Citizens Financial Corp time their PYLD position?

Based on 13F filing dates vs. subsequent PYLD price moves, First Citizens Financial Corp correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PYLD relative to SPY over the holding period was +88352.0%.

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