PEOPLES BANK /OH PYLD — PIMCO

Ownership history in PEOPLES BANK /OH  ·  4 quarters on record

AI Ownership Summary

PEOPLES BANK /OH reported PIMCO (PYLD) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 1.28% in 2026 Q2. The latest visible filing shows PYLD at 1.24% 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 PEOPLES BANK /OH's position in PIMCO, 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 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2026 Q2

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 PEOPLES BANK /OH fund profile PEOPLES BANK /OH full holdings
How PEOPLES BANK /OH 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 — — — 105,745 +11,709 +12.5% 1.24% $2.7M 2026-10-26 $25.56
2026 Q2 ADDED — — — 94,036 +20,051 +27.1% 1.28% $2.5M 2026-07-27 $25.74
2026 Q1 ADDED — — — 73,985 +3,019 +4.3% 1.19% $1.9M 2026-04-24 $25.76
2025 Q4 INITIATED — — — 70,966 — — 1.17% $1.9M 2026-01-29 $25.70

🏢 Other funds also holding PYLD

As of 2026 Q3 — sorted by position size

Wall Capital Group, Inc. 3Y 7Y 32.99% GR FINANCIAL GROUP, LLC 12.19% Family Investment Center, Inc. 3Y 9.88% Wagner Wealth Management, LLC 3Y 7Y 7.21% Heirloom Wealth Management 3Y 7.15% Base Wealth Management LLC 7.01% Alliance Private Wealth, LLC 6.88% Hutchens & Kramer Investment Management Group, LLC 3Y 6.81% O'Connor Financial Group LLC 3Y 6.64% Financial Futures Ltd Liability Co. 3Y 6.11%

FAQ About PEOPLES BANK /OH and PYLD

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

How long has PEOPLES BANK /OH reported owning PYLD?

PEOPLES BANK /OH reported PYLD across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported PYLD position in PEOPLES BANK /OH's portfolio?

The largest reported portfolio weight for PYLD was 1.28% in 2026 Q2.

What is the latest reported PYLD position on this page?

The most recent filing on this page is 2026 Q3, when PEOPLES BANK /OH reported 105,745 shares, equal to 1.24% of portfolio, with an estimated market value of $2.7M.

What does the chart on this PYLD ownership page compare?

The chart compares PEOPLES BANK /OH'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 PEOPLES BANK /OH time their PYLD position?

Based on 13F filing dates vs. subsequent PYLD price moves, PEOPLES BANK /OH correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PYLD relative to SPY over the holding period was -13.9%.

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